I believe it's never been more important for clients and financial advisors to take a holistic approach – looking at an individual's entire financial picture, not just one aspect or another. Working with a CERTIFIED FINANCIAL PLANNER™ professional is assurance that he or she is a credentialed investment professional who does just that, and is held to high ethical and professional standards.
So I'm taking this moment to remind you that I've been a CFP® professional since 2009. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board's Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, I'm required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. It's little wonder that CFP® certification is the most recognized in the industry for personal financial planning. So as you think about your financial future, please bear in mind that only 17% of all financial advisors in the industry can claim this distinction.
Now is the time to develop a holistic plan to navigate through unusual financial times, and gain what money can't buy: financial confidence. Feel free to give us a call or send us a quick email to discuss this or any other topic where we can be of assistance. Also, don't forget to update us on the best way(s) to reach you.
We look forward to hearing from you and, as always, thank you for your business.
Todd Rausch, CFP®
Rausch Financial Services, Inc.