Help Center“Keep your hands firmly on the data,” says Dr. Tom Howard, our chief equity investment manager.
Well, the data keeps pouring in. Here is some research based on a survey released from the CFP® Board:
- CFP® professionals act as partners, navigators, and counselors to the consumers who work with them. Their customers describe them as professional, knowledgeable and trustworthy.
- A large majority of consumers would prefer to work with a CFP® professional, and those working with a CFP® professional are more satisfied.
- Working with a CFP® professional ultimately removes the negativity consumers experience relating to their finances and instead elicits feelings of confidence, optimism, ease, and security.
You might know someone who wants to have a partner, a navigator and a counselor for their financial lives. Consider making an introduction. One way to do that is to bring them to a Lunch and Learn. Another, is just to send us an email.
We offer a second opinion service free of charge for friends and family of our clients. Take advantage of it!
