Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.
As a Chartered Retirement Planning Counselor, Nick and A.J. have in-depth knowledge of the needs individuals face before and during retirement. They address a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more.