What is the Certified Financial Planner Designation?
Автор: BA Schrock Financial Group
Загружено: 2023-02-07
Просмотров: 51
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Anyone that’s looking for a financial advisor has probably see all the different designations people might have, but it’s tough for anyone outside of the industry to know what everything means. If there’s one you want to pay attention to when it comes to building a plan, it’s going to be the Certified Financial Planner (CFP®) designation.
Investment Advisor Representatives offer advisory services through BA Schrock Wealth Management, Inc. (BASWM), a Registered Investment Advisor. Insurance is offered through BA Schrock Financial Group, Inc. (BASFG), an insurance company.
Investing involves risk, including the potential loss of principle. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. Neither the firm nor its representatives may give tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors concerning your particular circumstances.
BA Schrock Financial Group is not affiliated with the Social Security Administration or any other governmental agency.
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