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Why Choose a CFP®

Why work with a CERTIFIED FINANCIAL PLANNING PROFESSIONAL(TM)

When you choose a financial advisor, you’re looking for a partner to help you achieve your goals. CERTIFIED FINANCIAL PLANNER(TM) professionals understand the responsibility of being entrusted with your future, so they choose to commit to a high standard of behavior. To become certified, in addition to meeting education, examination and experience requirements, candidates must make a commitment to CFP Board to abide by standards set forth in CFP Board’s Code of Ethics and Standards of Conduct. The Code of Ethics lists the principles that guide a CFP® professional’s behavior. The Standards of Conduct elaborate on several “duties” that a CFP® professional must fulfill as part of their certification. The cornerstone of the Code and Standards is a CFP® professional’s duty to act as a fiduciary Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Lucky for you SB Financial Services has 4 CFP®, CERTIFIED FINANCIAL PLANNING PROFESSIONALS(TM)'s on staff! Contact us today! 

CFP® The Standard of Excellence

CFP® Code of Ethics

CFP® Fiduciary Duty

How to Choose a Financial Professional

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.