Not All Financial Planners are Created Equal.
The differences come down to the amount of training and ethics requirements. CERTIFIED FINANCIAL PLANNERS™ are required to take a two-year long course before sitting for a ten hour exam.
We believe that every Financial Advisor should be a CFP®. CFP®'s are held to a much higher ethical standard and are required to look at your whole financial picture while acknowledging your goals. Understanding who you are is a crucial piece to us creating the best financial roadmap for you.
Our clients are more than just transactions and we work hard to learn as much as we can about them in order to build authentic, trusting relationships!
Let us create your financial roadmap for you. We always keep your best future in mind. Schedule a 15-Minute phone call with our team so we can better understand all that you want out of life!
Nelson Elder Care Law, LLC is not affiliated with Avantax Wealth ManagementSM.