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CFP® Information

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CFP® Information

YOUR CALMING FINANCIAL PLAN IS POSSIBLE WITH A CFP® PROFESSIONAL

 

When your financial advisor earns the CFP® certification, it means he or she is trained to provide holistic and ethical financial planning in your best interest. So, with a CFP® professional, you’ll have confidence and peace of mind — today and tomorrow.
You deserve an all-inclusive financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.

Why Choose a CERTIFIED FINANCIAL PLANNER™ Professional?

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP® Board's rigorous requirements can call themselves a CFP® professional.

CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning.

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We would love the opportunity to become your trusted advisor.

Main Office

7007 College Blvd., Suite 270
Overland Park, KS 66211

Ph (913) 451-PLAN (7526)
Fax (913) 661-9811
info@personalfinancialgroup.com

7007 College Blvd., Suite 270, Overland Park, Kansas 66211

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Securities and Investment Advice offered through LPL Financial, member FINRA/SIPC.  Personal Financial Group is a separate entity from LPL Financial.

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