Retirement Income Planning Gains Importance.
May 7, 2021
Retirement Income Planning Gains Importance.
Plan with a
CERTIFIED FINANCIAL PLANNER® Professional
Who is also a Fiduciary Advisor
The purpose of financial planning is to develop objective wealth management strategies to arrange resources in a way that is consistent with your personal values. Success is not measured in performance statistics (a loser’s game) but rather in progress toward achieving personal goals – the only real-life benchmark that counts – and avoiding bad decisions.
A CERTIFIED FINANCIAL PLANNER® professional follows established practice standards established by the CFP Board, and as a fiduciary advisor, is bound to put client interests first.
James Lorenzen received his ACCREDITED INVESTMENT FIDUCIARY® from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.
Can You Tell the Difference Between a "Financial Advisor" and
a CERTIFIED FINANCIAL PLANNER® professional?
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