Top Priority: Plan and Save for Retirement
You should start planning as soon as you can, no matter your age, your income or where you are in your career. As you embark on this process, consider what you're looking for in a financial planning professional. Based on the survey findings, Americans want someone who can provide a comprehensive plan that takes their holistic financial situation into consideration (82 percent) and will work in their best interest (79 percent).
Fortunately for the American public, CERTIFIED FINANCIAL PLANNER™ certification is the best-in-class standard for financial planning and requires all certificants to always act as a fiduciary when providing financial planning. The certification signifies a professional is rigorously trained to work alongside clients to put together a comprehensive plan for their entire financial lives – from their working years through retirement.
Working with a CFP® professional provides consumers with confidence today and a more secure tomorrow through a holistic and personalized approach. In fact, additional research from Heart+Mind Strategies found CFP® professionals are seen as navigators, partners and counselors – not just financial advisors – and 71 percent of those working with a CFP® professional say they are confident about their financial situation.
U.S. News & World Report
By Kevin R. Keller, CFP Board’s CEO
February 21, 2019