Conservative, pragmatic and proud of the way we do business
A commitment to professionalism
We believe education is invaluable to making sound financial decisions – both for you, the investor, and for us as your advisor. As we keep up with the evolving regulations and nuances of the financial services industry, we have sought out opportunities to continually hone our expertise and learn new and better ways to serve your needs. When you work with us, you’ll receive the personalized service you’ve come to expect, backed by the knowledgeable guidance of renowned industry organizations.
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™ professional 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® professionals 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.
CDFA® - Certified Divorce Financial Analyst®
Getting your affairs in order during a divorce is made easier with the help of a Certified Divorce Financial Analyst® (CDFA™). This certification emphasizes the analyst’s ability to aid you in financial decisions and work with you and your attorney toward a settlement that fully addresses your long-term needs. By utilizing proprietary software and specialized knowledge, CDFA® professionals can help determine the short- and long-term financial impact of a settlement. They are able to create, analyze and forecast various scenarios to outline a fair settlement that will help protect your interests and potentially keep costs low and reduce the time it takes to work through a divorce.
Why should you work with a Certified Divorce Financial Analyst®? When working with a CDFA® professional, it means you are working with an advisor who understands the financial complexities you will experience during a divorce and will empower you to make educated decisions through the process which, in turn, can help save you time and money down the road. They can not only help you with decisions that need to be made for the short term, but also help forecast the long-term effects of the divorce settlement, including details of tax liabilities and benefits. Don’t forget, CDFA® professionals are financial representatives too. With the training, knowledge and experience as a financial advisor, they can help you make the most of the divorce settlement by reassessing your investments and financial plan to ensure it’s aligned with your short- and long-term goals.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
