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Planning with a CERTIFIED FINANCIAL PLANNER® professional who is also a fiduciary advisor

The purpose of financial planning is to develop objective wealth management strategies to arrange resources in a way that is consistent with your personal values.  Success is not measured in performance statistics (a loser’s game) but rather in progress toward achieving personal goals – the only real-life benchmark that counts – and avoiding bad decisions.

A CERTIFIED FINANCIAL PLANNER® professional follows established practice standards established by the CFP Board, and as a fiduciary advisor is bound to put client interests first.  You can learn more about IFG at the tabs above and click on Getting Started when you’re ready to talk!

IFG Updates