As CFP® professionals, we take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, we have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means we have agreed to put your best interests first, in order to provide you confidence today and a secure tomorrow. We are vigorously trained in over 72 areas of financial expertise and must continue to accrue continuing education hours on an ongoing basis. Keeping up with the everchanging landscape of tax law changes, estate tax exemptions, and many other areas provide us the ability to further our knowledge and provide in depth planning for our clients whole financial needs. Additionally, this instills so much trust in our client relationships, which, ultimately is the best part of our job.