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”. Topics covered are subject matters about how you value money, family estate planning, motivating factors for wealth accumulation and an understanding of investing. These are topics most families and business entities do not regularly discuss. Our initial meeting is to get to know each other and determine the proper path to explore for your planning needs. Consider this meeting a job interview by both participating parties. Planning takes deep dive into motivating factors to help you achieve your plan. 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.
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.