As Certified Financial Planner (CFP®) practitioners, we have extensive knowledge in various aspects of all financial planning areas. These areas are inclusive of the following:
- General Principles of Finance and Financial Planning
- Employee Benefits Planning
- Estate Tax, Gift Tax, and Transfer Tax Planning
- Investment and Securities Planning
- State and Federal Income Tax Planning
- Asset Protection Planning
- Retirement Planning
- Estate Planning
- Financial planning and consulting
- Insurance Planning
And more. Additionally, being that we are independent, we do not have proprietary products to sell or sales quotas to meet.