Even as the country moves toward economic recovery, personal financial security is still uppermost in many peoples’ minds. They’re eager for advice about their retirement, estate plan, insurance, emergency funds, liabilities and their asset allocation. It’s never been more important for clients and financial advisors to take a holistic approach – looking at an individual’s entire financial picture, not just one aspect or another. Working with a CERTIFIED FINANCIAL PLANNER™ professional is assurance that he or she is a credentialed expert who does just that, and performs to high ethical and professional standards.
Following in my father’s footsteps, I’ve recently become a CFP® professional. The 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. As a CFP® professional, I’m required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. 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.