No doubt you’re well aware of the volatility that has characterized the economic environment over the past five years. It’s little wonder that personal financial security is still uppermost in many peoples’ minds. They’re eager for advice about their retirement, estate plans, insurance, emergency funds, liabilities and their asset allocation. Today’s financial conditions require a holistic approach – looking at an individual’s entire financial picture, not just one aspect or another. Working with a Certified Financial Planner™ professional is assurance that he or she is a credentialed expert who is held to high ethical and professional standards.
So I’m taking this moment to remind you that I’ve been a CFP® professional for 21 years. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, I’m required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. In fact, CFP® certification is the most recognized in the industry for personal financial planning. So as you think about your financial future, please bear in mind that only 17% of all financial advisors in the industry can claim this distinction.
Please ask for the CFP® brochure. E-mail us at firstname.lastname@example.org Visit our website to learn about us. If you have any questions or would like an analysis of your current financial situation, I’d love to hear from you.