Certified Financial Planning
What is a Certified Financial Planner (CFP) and why is it important?
A Certified Financial Planner (CFP) is someone that has received that formal designation from the Certified Financial Planner Board of Standards, Inc.. Becoming a CFP is a difficult process that requires dedication, years of experience, and most importantly, a demonstration of ethical behavior that will serve clients well. CFPs help people manage their finances in a wide variety of areas, such as retirement, investing, and taxes.
Understanding the world of investing for retirement can be intimidating. Whether the market is up or down, it’s important to have someone on your side, and this is one of the most important reasons to work with a qualified CFP, because CFPs have a fiduciary duty to make decisions with their client’s best interests in mind.
When working with a Certified Finanical Planner, you can rest assured knowing that your financial well-being is their top priority.