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What is a CFP®?

Work with the Highest Standard.

Work with the Highest Standard.

The CERTIFIED FINANCIAL PLANNER designation comes with
extensive training in financial planning, estate planning, insurance,
investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are
rigorously enforced.

CFP® professionals are required to uphold their certification through
continuing education. It’s little wonder that CFP® certification is the
most recognized in the industry for personal financial planning. So as
you think about your financial future, please bear in mind that only
17% of all financial advisors in the industry can claim this distinction.
Now may be the time to develop a holistic plan to help you navigate
through unusual financial times and make educated decisions about
your money.


Feel free to contact us today to schedule an initial meeting for an opportunity to get to know each other and share your financial concerns and goals.

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