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Why Hire a Certified Financial Planner?

We understand investors want good returns on their hard earned savings. Seriously, we get it. And we focus on that a lot. But...

The real mission is to discover what you are saving for.

That's why Sean and Mac furthered their education to obtain the Certified Financial PlannerTM certification. The certification is very hard to get, and very easy to lose. It took two years of study (away from our families) to obtain these letters and we had to pass a myriad of tests along the way.

Find out more about Certified Financial PlannersTM, how they differentiate themselves from other advisors, and how they can help you by clicking the links below:

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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