Why you should have a CFP on your side.

I voluntarily hold myself to a higher standard than many other securities brokers or insurance agents.  As a Certified Financial Planner® I am held to a fiduciary requirement.  This means that because I hold myself out as a CFP® I am required to work in your best interests.   Whether I charge you a fee or I'm paid a commission (Side Note....Many times paying a commission is less expensive to you than paying an ongoing fee) I will always work in your best interests.

I have been a Certified Financial Planner(tm) since 1994.  As a CFP®, I have demonstrated through Education, Examination, Experience and Ethics that I take my responsibilities as a Certified Financial Planner(tm) seriously.  When I review your situation and make recommendations it is always with your best interests at heart.