BENEFITS OF FINANCIAL PLANNING
The Importance of having a Financial Plan
Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it can be easy to make financial decisions and stay on track to meet your goals. Working with a CFP® professional can assist in your financial wellbeing and help you gain confidence in your financial future.
The Benefits of Having a CERTIFIED FINANCIAL PLANNER®
Some people decide to do their own financial planning, but you may want to seek help from a CERTIFIED FINANCIAL PLANNER® professional if you:
- Want to better manage your finances, but aren't sure where to start
- Don't have time to do your own financial planning
- Want a professional opinion about the plan you've developed
- Don't have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
- Have an immediate need or unexpected life event
TTG Financial Services, Inc. is a practice dedicated to having their advisors obtaining the education and knowledge necessary to help navigate through the sometimes difficult journey in building a financial plan for your future wealth.
Tarra Grazley-Pfister, CFP® is able to help you in taking control of your financial situation.
Because we're built to be different, you can expect our firm to work for you:
- work one-on-one with you to develop an investment plan that's tailored to you and your needs
- create easy-to-understand, long-term investment strategies to help keep your financial future on track
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.