Financial Planning Benefits

Chess pieces on the move

Consulting with a Certified Financial Planner (CFP) professional is a great move!

A CFP® professional can bring clarity to all your finances and help you develop a strategy, so it’s easier to make financial decisions, set long and short-term life goals, and stay on track. Working with a CFP® professional can secure your financial well being and give you peace of mind. –CFP Board Consumer Guide to Financial Planning.

Benefits of Financial Planning

By |2018-07-13T15:13:12-04:00July 13th, 2018|Financial Planning|0 Comments

About the Author:

Parker Evans, CFA, CFP, CMT is President of Successful Portfolios LLC, an SEC Registered Investment Advisor Firm based in Clearwater, FL. Parker helps individuals, families, and organizations plan and manage custom investment portfolios at leading brokerages including Charles Schwab, TD Ameritrade, and Interactive Brokers.