10909 West Greenfield Avenue
Trust is central to a successful partnership and financial planning relationship. You can rely on your CFP ® partner to be honest, professional, take his professional obligations seriously and place principles over personal gain.
Your needs are at the heart of all your CFP ® partner’s recommendations and he will act in your best interest when providing financial planning advice. He will use his vast experience and best judgment to carefully consider your situation, and then give you advice to best meets your financial goals.
Your CFP ® professional has extensive experience, on-going education and a rigorous certification to offer you the best financial planning services and advice. You can confidence that your financial planner has knowledge and expertise to design your customized financial planning recommendations.
Your CFP ® partner will clearly state what services will be provided and at what cost as well as explain the risks associated with all financial recommendations and any potential conflicts of interest.
To get the best results from your financial planning relationship, you need to share personal and financial information with your CFP ® partner. We commit to keep this information in confidence, only sharing it to conduct business on your behalf, at your consent or when ordered to do so by a court of law.