Planning Services for Individuals and Families
At Certified Financial Group, our Certified Financial Planner™ professionals are Experienced, Knowledgeable and Focused on YOU. Our CFP® professionals provide a wide variety of services. Select an area below to learn more.
Not sure where to start? Begin your journey by taking a quick survey.
The Retirement Planning process is designed to give you a clear picture, perhaps for the first time, of where you stand financially. Learn more about Retirement Planning.
Financial planning is not a product, but a process of providing advice and assistance to help clients achieve their financial goals. And because each client is unique, there can be no cookie cutter approach. Learn more about Financial Planning.
In order to meet your financial goals, the need for a well-diversified and professionally managed Investment Plan is critical. Click to learn more about Investment Planning.
Our clients appreciate the fact that all of their personal finance and legal affairs can be coordinated and handled by professionals at the same location. We are pleased to offer our clients legal assistance right here in our offices. Click to learn more about Estate Planning.
Social Security Planning
We’ve been brainwashed into thinking Social Security isn’t going to be there for the long term, so many couples ignore it when it comes to their retirement planning. Their attitude is “Don’t count on it because it may not be there.” Click to learn more about Social Security Planning.