It has always been my practice to take a “holistic” view of dealing with life planning. My personal belief is that in order to do the best job in providing financial advice, I need to get “inside” the heads and hearts of my clients. Understanding how clients and their families want to benefit financially for college planning, new home buying, retirement needs, estate protection concerns, and all other relevant day-to-day challenges is part of my job. Managing and preserving wealth goes together with estate planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.