Estate planning
The process of organizing your assets for use during your lifetime and distribution after death in accordance with your values, goals, and beliefs.
The process of organizing your assets for use during your lifetime and distribution after death in accordance with your values, goals, and beliefs.
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.