We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

CERTIFIED FINANCIAL PLANNER™

Within the financial industry, there are many certifications and security licenses that an advisor has the opportunity to obtain throughout ones career. As Terry considered his countless options, he confidentially knew he wanted one of the highest viewed certifications, that allowed him to focus on a variety of financial concepts and advanced planning approaches. Allowing him to provide professional knowledge for his clients, Terry quickly began his studies on earning the CERTIFIED FINANCIALPLANNER™ certification.

Since earning such a profound certification, Terry feels he can contribute a much more meaningful impact on the financial lives of individuals and families. Terry is committed to his expertise and to developing the skills needed to help clients make confident financial decisions.

Many clients fear the unknown of their financial situation moving forward. Comprehensive financial planning has become Terry's primary focus when working with his clients. A plan is just as important as the investment choices. Working with a CFP® professional, gives clients a sense of confidence that they are working with an individual who has met the CFP Board's rigorous certification standards.

For more information, please visit the CFP website.

 

CFP Logo

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.