10 Reasons to Hire a Certified Financial Planner, CFP®
- Professional guidance and advice on financial planning and investment strategies.
- Assistance with setting and achieving financial goals, such as retirement planning and estate planning.
- Help with creating and implementing a budget and cash flow plan.
- Expertise in tax planning and strategies to minimize tax liability.
- Assistance with risk management and insurance planning.
- Expertise in retirement plan options, such as 401(k)s and IRAs.
- Support and guidance during life events, such as buying a home or starting a business.
- Ongoing monitoring and adjustments to financial plans as needed.
- Access to a network of professionals, such as attorneys and accountants, for specialized advice.
- A fiduciary duty to act in the best interest of the client.
If you or someone you know is going through a divorce, please introduce our team and we will compassionately help to get them to a better place.
* Any opinions are those of the author and not necessarily those of Raymond James. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
