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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.

Both Keith and Jared hold the designation of CFP® and it is their goal to help you make good decisions about 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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Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” CFP Board benefits the public by independently certifying financial planners. Although CFP Board does not guarantee their work, CFP® professionals have met rigorous qualifications for financial planning. Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.

As part of their certification, CFP® professionals commit to high ethical standards. 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.

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