When choosing a Financial Planner make sure it is with an individual that is dedicated to the highest level of professionalism.  I am a CPA/PFS and CFP® practitioner.  This is a powerful combination in providing professional financial planning services.

The qualifications for earning these credentials involve:

• minimum educational requirements
• completion of rigorous and comprehensive examinations
• several years of experience, ongoing education
• an agreement to abide by a code of ethics

Don't place your financial future in the hands of anyone who does not have a complete dedication to the financial planning profession.