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Obtaining the CFP® Designation

Jan 14, 2022 | Estate Planning, Financial Planning, Retirement, Weekly Financial Thought

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!

‘ Putting your House in a Trust ‘

Aug 20, 2021 | Estate Planning, Housing, Retirement, Uncategorized, Weekly Financial Thought

Blog “Putting your House in a Trust”   Trusts aren’t just for the uber-wealthy. Anyone with financial or physical assets may consider setting one up to make life a little bit easier for those you leave behind when you die.  When you establish a trust,...
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Van Gelder Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, GA, FL, ID, IL, IN, MO, NV, NC, NY, OH, TN, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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