In 1992, I received my Certified Financial Planner CFP® after spending 6 years consulting clients within the life insurance business. In 1992, the CFP® designation was the recommended education for anyone thinking about building a solid foundation for a successful financial planning practice. A practicing CFP® builds a solid financial plan around the concept of using investments as the catalyst for growing wealth and achieves client’s long range goals versus using life insurance as the platform for achieving the client’s objectives.
As a potential planning and investment client, you want to find true success in achieving your goals, by building a working relationship with an Advisor that is built on the “Trust Factor”. You must be comfortable discussing some fairly uncomfortable subject matters like how you value money, family interaction, motivating factors for wealth accumulation and work environment. There are not many people that openly discuss these topics with a stranger; so get comfortable with your Planner which begins in the initial meeting to guarantee a successful outcome. Consider this meeting a job interview by both participating parties. Planning attacks your vulnerabilities and makes them palatable. Aspirations in the area of finances that you otherwise would have never discussed become meaningful and possible. If you choose the right Planner; you will find it easy to tell your story; discuss your accomplishments, your goals and your long range needs. Candid conversation leads to great outcomes.
One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.
We aren't tied to products or services from a single company or family of companies but are free to find those products and services that may be most appropriate for our clients.
We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.
In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.