Financial Planning

Prepare confidently today for a fearless tomorrow.
 

Certified Financial Planner (CFP®) vs Financial Planner

All financial planners are not created equal. Anybody can say that they are a financial planner.  What separates a Certified Financial Planner™ and other financial planners is education and ethics. A CFP® is a person who has completed rigorous training and experience in all areas of financial planning – investments, insurance, taxes, estate planning and employee benefits.  Ongoing continuing education must be taken to keep up with current knowledge. Additionally, a CFP® is also a fiduciary. This means, under the ethics code, they are required to make recommendations that are best for you versus recommendations that are suitable for you.

How Will a CFP® Benefit You?

From the beginning, Kathy listens to you and helps you define your goals and objectives. She then studies/analyzes your income, taxes, investments, insurance, and estate documents to develop a tailored and comprehensive financial plan.

Topics covered in Financial Plans

 

  • Investment recommendations
  • Tax savings
  • Insurance evaluation
  • Budget analysis
  • Benefit coordination
  • Estate review
  • Retirement planning
  • Wealth building
  • Income streams

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At DiCenso & Associates, we use our passion and expertise in finance striving to inspire, educate, grow and secure your financial future.

Contact Us

Office Hours: M-F, 9am-5pm
Call Us: (775) 336-0021
Directions: Map It

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.

The LPL Financial representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, HI, IA, ID, KS, ME, NC, NH, NM, NV, OR, SC, SD, TX, VA, and WA.

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