Benefits of Working with a CFP

Most people think all financial planners are “certified,” but this is not true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and continuing education requirements of a CFP Board can display the CFP certification marks, which represent a high level of competency, ethics, and professionalism. CFP Board’s Standards of Professional Conduct require CFP professionals to look out for clients’ interests above their own.

A CFP is an accreditation bestowed by the CFP Board of standards. To obtain the designation required a minimum of 3 years’ experience, B.S. degree and passing a comprehensive 10 hour test covering the areas of insurance, estate planning, financial planning, investments and retirement planning. CFPs also complete 30 hours of continuing education every 2 years. a CFP is obligated by ethical standards to work in your best interests and have a comprehensive knowledge of financial planning.

SMARTVESTOR PROS ARE FINANCIAL PLANNING PROFESSIONALS WHO…

  • Are vetted among hundreds of investing professionals across the country
  • Must adhere to the SmartVestor Code of Conduct
  • Have a Client-First Mentality
    • SmartVestor Pros are committed to educating and empowering you. They don’t just offer a single company’s investment choices; they can shop around to help you reach your goals.
  • Focus on the long-term
    • Like Dave Ramsey, SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. No account is too small to get started.
CONTACT

Pinnacle Family Advisors
620 W. Republic Rd, Suite 104
Springfield, MO 65807
Email Us
Phone: 417-351-2942

ABOUT

Pinnacle Family Advisors, LLC is a Registered Investment Advisory Firm headquartered in Springfield, MO.

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