How we choose to manage our finances has a significant impact on our daily life. The financial decisions we make today may influence the opportunities we may have tomorrow. Working with a dedicated financial advisor to develop a stable and comprehensive financial strategy can help make all the difference in determining how well your future will reflect your desires and meet your needs.
Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Consequently, it’s critical that you take the time to find the one right for you. Be aware that anyone can use the term “financial planner” to describe themselves, but only someone who has fulfilled the rigorous certification and renewal requirements of the Certified Financial Planner Board of Standards can call themselves a Certified Financial Planner™.
Looking for a financial planner who displays CFP® after their name can help you know that they are committed to their professionalism and that they adhere to “The Four E’s”:
- Ethical Requirements
At Senior Advisory Group, LLC, we want our clients to have complete confidence in our financial planning, which is why we became certified. We adhere to our profession’s Code of Ethics and continue to maintain our financial education in order to help provide our clients with the best financial solutions and strategies for their specific situation.