What Does a CFP® Professional Do?
Not all financial planners or advisors are created equal. Allen Trust Company is proud to say our financial planners are professionals who have attained the standard of excellence in financial planning with certification by the Certified Financial Planner Board of Standards, Inc.
Becoming a CERTIFIED FINANCIAL PLANNER™ is a rigorous path of education, experience, and ethical standards which include:
Obtaining a Bachelor’s degree or higher
Completion of financial planning education requirements
Passing the 6-hour CFP Exam to ensure comprehensive understanding in the subjects of:
o Professional Conduct & Regulation
o General Principles & Psychology of Financial Planning
o Risk Management & Insurance Planning
o Investment Planning
o Tax Planning
o Retirement Savings & Income Planning
o Estate Planning
Minimum of 2 years of real-life experience providing financial planning services
Commitment & understanding to follow the code of ethics and standards set and enforced by Certified Financial Planner Board of Standards, Inc.
Continuing Education requirement
When it comes to financial security, Allen Trust Company’s financial planning team is committed to provide a wholistic planning approach tailored to each clients’ specific goals. We are equipped to accommodate planning needs on individual scenarios like retirement planning, tax planning, estate planning, debt management, insurance planning, education planning and much more.
Our main objective in financial planning is to provide the tools and resources for our clients to reach their financial goals. Our process is simple but thorough; we begin by getting to know an individual, their current situation, and plans. Once a base is established, we work in tandem with the client to identify and select attainable goals and recommend ways they can be successful and achieve goals. We believe in building strong relationships from the beginning to proactively adapt with clients when life and circumstances change, to continuously achieve financial success for each individual or household.
It is never too late or too early to start financial planning. If you don’t currently work with a financial planner, let this be your invitation to working with us to achieve your financial goals. If you do have a financial planner you trust, let this be a reminder to keep your plan up to date.
Call our office at 503-292-1041 to speak with Parker M. Gallagher, MBA, CFP® or Krystal C. Lee, MBA, CFP® regarding your financial planning needs.