A Certified Financial Planner designation is awarded by the CFP Board of Standards and is distinct recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. To hold this top industry credential requires years of experience, successful completion of standardized exams, a demonstration of ethics, and a formal education. In our capacity as CFP® professionals, we bring all of these solutions, strategies and services together in a cohesive plan to help our clients pursue their financial objectives.
We are also Enrolled Agents with the IRS and have a deep understanding of how taxation can affect a client’s current income and future cash flows. Enrolled Agent status is the highest tax credential awarded by the IRS. Unlike CPA’s that are licensed from state to state, Enrolled Agents are Federally Authorized Tax Practitioners with unlimited representation rights that specialize in tax planning and preparation for both individuals and small businesses.
