Getting the right information, free of bias and in your best interest can be a challenge in today’s environment. You want holistic advice about retirement, estate planning, insurance, emergency funds, liabilities and asset allocation. Allow Craig Moser, a Certified Financial Planner™ (CFP®) with nearly 30 years’ experience to answer your specific question.
As a CFP® professional, I’m required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. It’s little wonder that CFP® certification is the most recognized in the industry for personal financial planning. So as you think about your financial future, please bear in mind that only 17% of all financial advisors in the industry can claim this distinction.