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