Certified Financial Planner(TM)

Make the Right Decision When Choosing an Adviser

To make sure you find a real financial planner, ask these 10 questions when you interview your prospective financial planner (questions developed by the Board of Certified Financial Planners™).
Anyone can call themselves a financial planner. All you do is take a 3-hour exam and that is it. Poof! You are a “Financial Planner!” And from then on you don’t even have any continuing education requirements.
Ask the 10 questions above, as it is time to vet your “Financial Planner".

COMMERCIAL  “CAN YOU TELL THE DIFFERENCE" CREATED BY THE CFP BOARD

Work with the Highest Standard.