What Are the Benefits of Working with a CFP®?

Share it with your friends Like

Thanks! Share it with your friends!

Close

Matt Horsley shares the benefits of working with a Certified Financial Planner™ (CFP®) by explaining the process for achieving a CFP® credential and also sharing what areas of financial planning a CFP® focuses on. At Pure Financial, we only recommend that you work with a CFP® to show that the advisor is properly adequate to handle your finances and because all CFP® practitioners are held to the highest fiduciary standard, meaning they are obligated by law to do what’s in their client’s best interest.

Home

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.