Obtaining the CFP® Designation
With only 15% of registered representatives being Certified Financial Planners ™, it’s important to ensure the qualifications of the financial advisor you decide to engage!
Setting Sights on 2022
“It’s time to set our sights on 2022 and the year ahead! What is a financial goal you are looking to accomplish in 2022?”
‘What an Interesting Year’
“2021 was a VERY interesting year when it comes to markets. What is one way you saw fear and greed play out during this past year?”
Relax and Focus on Long-Term
“Recent market jitters can cause many people to feel like the answer is to change something about their investments. We recommend re-focusing on the long-term and remaining invested along the way. What are some long-term goals you are working towards?”