In the News
Debunking Advisor Myths
When looking for an advisor, always ask about their credentials. Advisors with CFP® certification are required to satisfy minimum criteria for comprehensive financial planning education, possess a minimum of two years of professional experience, adhere to a strict code of ethics and be accountable not only to their employer but also to CFP Board.
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LIFE&Health AdvisorNate Schelhaas
March 31, 2024