If your financial life seems to be spinning out of control, you’re not alone.
Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an
essential resource. From budgeting, to planning for retirement, to saving
for education, to managing your taxes and your insurance coverage,
“finances” doesn’t mean just one thing for most Americans — and “financial
planning” means much more than just investing. Bringing all the pieces of
your financial life together is a challenging task.
Although many professionals may call themselves “financial planners,”
CFP® professionals have completed extensive training and experience
requirements and are held to rigorous ethical standards. They understand
the complexities of the changing financial climate and know how to make recommendations in your best interest.