Financial Planning

Even if using popular consumer financial tools, planning on your own can be overwhelming and frustrating. Consulting with a CERTIFIED FINANCIAL PLANNER™ not only reduces your workload but also helps ensure that your plan is comprehensive and based on current data analysis. A cornerstone of financial planning is the recognition that everyone’s economic situation is unique. Your decisions affect your finances and lifetime goals. We can present you with options and help you make informed decisions that are right for you.

What is a CERTIFIED FINANCIAL PLANNER™?

Most people think all Financial Planners are “certified,” but this isn’t true. Anyone can use the title “Financial Planner.” Only those who have fulfilled the certification and education requirements of the CFP® Board can display the CFP® certification trademarks. This represents a high level of competency, ethics, and professionalism. And because they are held to a fiduciary standard of care, a CERTIFIED FINANCIAL PLANNER™ professional is required to act in your best interest.