Untangling the Confusion: CFPs vs. Financial Advisors

Most of us are familiar with the term financial advisor. Then there’s the term financial planner, which has also become more well-known in recent years. But what about a CFP® or a Certified Financial Planner? Some may not understand the difference between a financial advisor and a financial planner, let alone a CFP®. So, let’s […]

What is Financial Planning?

Financial planning is a comprehensive approach to managing your finances that helps you make smart decisions today and plan for your future. It includes everything from budgeting and cash flow management to investment planning, tax strategies, retirement planning, insurance coverage, estate planning and more. Having an experienced financial advisor by your side can be invaluable […]