The value of a CFP®

We commit to the following five principles: We will always put our clients’ best interests first. We will act with prudence; that is, with the skill, care, diligence and good judgment of a professional. We will not mislead clients and will provide conspicuous, full and fair disclosure of all important facts. We will work to avoid conflicts of interest. We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.

We follow a fiduciary standard throughout the financial planning engagement. As such, we will place your interests ahead of our own when providing professional services.

In other words, we will treat you with the honesty and integrity that you would expect from someone with whom you are entrusting your retirement.

CFP® - Certified Financial Planner

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a Certified Financial Planner one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? Certified Financial Planner professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.