What is a CERTIFIED FINANCIAL PLANNER™ & Chartered Retirement Planning Counselor and why is that important?
Selecting a financial planner is an important decision and you need to feel confident that the person you choose to help you with your financial future is proficient in the complexities of investments, insurance, and taxes. Before a planner can use the CFP or CRPC mark, they must meet many requirements.
A CRPC® designee can evaluate your financial status and design the appropriate plan for your lifestyle. We can give you knowledgeable advice you need on issues such as planning for healthcare, asset management, beneficiary designations, income tax considerations, estate planning, and more. A CRPC® designee can even help you determine the appropriate time to retire or assist you in expanding on the plans that you’ve already made. To achieve the CRPC® designation, recognized as the nation’s premier retirement planning credential, you must demonstrate in-depth knowledge of the needs individuals face both before and after retirement – knowledge he uses today in helping clients plan for the future.
To earn the CFP mark you must meet requirements in four categories: education, CFP exam, work experience and ethics. The education requirements contain two major components. You must acquire theoretical and practical financial planning expertise by completing a comprehensive course of study at a college or university offering a financial planning curriculum registered with the CFP Board of Standards. In addition, CFP candidates must earn a bachelor’s degree from an accredited college or university.
CRPC® professionals specialize in formulating retirement income plans tailored to the specific needs of retirees. I help Pre-Retirees, Post-Retirees, Business Owners, & Physicians ensure they have a well-defined financial plan that is nimble enough to change as the client’s needs change throughout their lives.
Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks. When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical.
At Financial Consulting Group, Inc. we help our clients to simplify and improve their financial lives. Our team brings clients over half a century of combined experience in the financial services industry. We work together to come up with a suitable financial plan our clients.