Competition in the Market Place is Intense and Increasing
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The Client:      " Who should I Call When I need Help?"

                I know. I will call 1-800-ADVISER!

 

Certified Financial Planners ("CFPs")- The Certified Financial Planning Association sponsors the CFP designation  - a sign of expertise chosen by over 30,000 financial advisers and planners.

Certified Public Accountants ("CPA-PFS") - Of the 330,000 members of the AICPA, 2,500 hold the Personal Financial Planning Specialist designation. These CPAs undertake under a special exam and are skilled in providing financial planning services. 

Registered Investment Advisers ("RIA") - It is estimated that there are over 30,000 Registered Investment Advisers with the SEC and State Agencies. 

National Associational of Personal Financial ("NAPFA") - with over 100+ growing members, these individuals focus on providing fee-only financial advice to individuals.