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Why work with a CFP®?


Anyone may call himself or herself a “financial planner,” but only those who have fulfilled the certification and renewal requirements of the CFP® Board can display the CFP® certification marks, which represent a high level of competency and professionalism. CFP® Board’s Standards of Professional Conduct require CFP® professionals to look out for your interests above their own.

What separates a CFP® professional from other advisors is rigorous training and standards to offer you the best planning and advice. CFP® professionals are evaluated comprehensively in six specialty areas to provide a holistic approach to planning: retirement, estate planning, taxes, investments, budgeting and insurance. They are also bound by ethical standards to ensure that the financial planning advice they provide you – the client – meets your goals and needs first.

While CFP® professionals can and do sell financial and insurance products they are first and foremost committed to the planning process and partnering with their clients to help achieve their goals.

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