We are pleased to announce that Jeremy Brenn recently received the highly sought designation of Certified Financial Planner (CFP®). To earn this designation, candidates must meet several requirements including mastering nearly 100 topics of integrated financial planning in major areas such as investments, retirement, estate planning, income taxation, insurance, and employee benefits. To fulfill the education requirement Jeremy completed over a year of intensive coursework and passed the rigorous 2-day, 10-hour CFP® Board Certification Exam.
Congratulations to Jeremy for the knowledge and expertise he brings to all of our highly-valued clients.
The Mission of the CFP Board
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
What is Financial Planning?
Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include, among many things, saving for higher education, planning for retirement, properly planning your estate, or prudently managing your income tax situation.
The financial planning process takes a “big picture” look at where you are financially, enabling you to work out where you are now, what you may need in the future and what you must do to reach your goals.
The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals.
The Benefits of Financial Planning
Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. You can also adapt more easily to life changes and feel more secure that your goals are on track for the future.
How we incorporate Financial Planning
We partner with you to provide a customized investment plan based on your ability, willingness, and need to take risk. We understand your goals and dreams are unique, and we treat them as such.
Combining investment management with wealth planning, we provide a holistic approach that enriches the client experience and goes well beyond traditional money management.
Our wealth planning technique allows us to partner with you in order to comprehend your entire financial picture including values, personal interests, key relationships, and objectives for the future. How do we accomplish this? It begins with you. Click here to learn more.
