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You deserve a holistic 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.

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Whether you're starting a family, building a business, looking to make the most of life now, or planning for retirement, a CFP® professional can help you. Select the category that best describes you, and learn what a CFP® professional can do for you.

Ten Questions to Ask Your Financial Advisor

Starting
Out

Settling
Down

Entering
Midlife

Near
Retirement

Enjoying
Retirement

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5 Low-Risk Investment Tips Retirees Should Consider for Later-in-Life Income

If you are in the midst of or contemplating your own retirement, here are 5 low-risk investment tips retirees should consider for later-in-life income.

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How to Improve Your Finances in 24 Hours

Here are 5 key ways to improve your finances in 24 hours. And while one can’t perhaps get a lot done in 24 hours, they can make the commitment necessary to begin this change of improving their finances.

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How Making Partner Can Impact Your Finances

Making partner can change your life in many ways and will impact your finances. With your new role comes responsibility and potential liability.

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Financial Tips and Expert Advice.

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Watch one of CFP Board's latest commercials, featuring a couple meeting with their CFP® professional to build a financial plan that spells success for them. Find your own CFP® professional today.

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5 Low-Risk Investment Tips Retirees Should Consider for Later-in-Life Income

How to Improve Your Finances in 24 Hours

How Making Partner Can Impact Your Finances

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