Why Choose a CERTIFIED FINANCIAL PLANNERTM Professional?
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.
We follow the 7 Step Process as defined by the CFP® BoardLearn More
With over 6 million different investment options, we build professional custom fee-based investment portoflios.Learn More
We care about your retirement and investment goals. The relationships we build with our clients are our utmost priority.Learn More
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Couples may be able to head off many of the problems in a marriage that money can cause.
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In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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There are things about Social Security that might surprise you.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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Learn more about taxes, tax-favored investing, and tax strategies.
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How do the markets usually react to elections? Was the 2016 election any different?
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