There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Work With a CERTIFIED FINANCIAL PLANNER™ Professional
The CFP Board sets and enforces standards that define professionalism for financial planning, and only financial advisors who have fulfilled the rigorous certification and renewal requirements of the CFP Board can display the CFP® certification trademarks, recognized as the standard of excellence for competent and ethical personal financial planning. Sara and Les are among this select group of CERTIFIED FINANCIAL PLANNER™ professionals, which represents just 20% of all financial advisors.*
For more information about the advantages of working with a CERTIFIED FINANCIAL PLANNER™ professional, visit the CFP Board.
*Source: CFP Board, Why CFP® Certification Matters