Benefits of Working with a CERTIFIED FINANCIAL PLANNER™ Professional
During these uncertain times, personal financial security is on many people's minds. Today's financial conditions require a holistic approach: Advice on retirement, estate plans, insurance, emergency funds, liabilities, and asset allocation must incorporate an individual's entire financial picture, not just one aspect or another. Working with a CERTIFIED FINANCIAL PLANNER™ professional, you have hired a credentialed expert who does just that while meeting high ethical and professional standards.
The CERTIFIED FINANCIAL PLANNER™ designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, I’m required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. It’s little wonder that CFP® certification is the most recognized in the industry for personal financial planning. So as you think about your financial future, please bear in mind that only a third of all financial advisors in the industry can claim this distinction, according to the CFP Board in 2024.
Now is the time to develop a holistic plan to help navigate through unusual financial times, and gain what money can’t buy: confidence.
Find out more about the CFP Board’s standards here
