Alexander W. Boyer, CFP® aboyer@boenninginc.com VICE PRESIDENT, FINANCIAL ADVISOR 601 E. High Street Pottstown, PA 19464 610.327.0600 Jeffrey J. Tong jtong@boenninginc.com VICE PRESIDENT, FINANCIAL ADVISOR 3333 Richmond Road Suite 345 ...
Sean Ruehl Principal CFP® Insights That Matter Comprehensive Knowledge Hub Explore insightful content that keeps you ahead of the curve and in tune with the pulse of what's happening in the insurance and financial industry. One Size Doesn't Fit All: Tailored Life Insurance Solutions for Your ...
In 2019, the CFP board announced CFP® professionals must adhere to a fiduciary duty when providing investment advice. Of course, what qualifies as personal investment advice is a big factor and another topic, but the CFP board has gone above most if not all other professional organizations in...
Sean Ruehl Principal CFP® Insights That Matter Comprehensive Knowledge Hub Explore insightful content that keeps you ahead of the curve and in tune with the pulse of what's happening in the insurance and financial industry. One Size Doesn't Fit All: Tailored Life Insurance Solutions for Your ...
More insurance than the average professional To work with private lenders if you want to buy a house A plan to keep your tax burden low To tackle the six-figure elephant in the room That'son topof the important work you do with your patients. ...
CFP® Insights That Matter ComprehensiveKnowledgeHub Explore insightful content that keeps you ahead of the curve and in tune with the pulse of what's happening in the insurance and financial industry. One Size Doesn't Fit All: Tailored Life Insurance Solutions for Your Unique Needs ...
CFP® PROFESSIONAL A highly desired, and not-easy-to-achieve designation that ensures we’re always improving ourselves and our knowledge so we can serve you better. No matter what stage of life you’re in… A life managed well is not ruled by numbers & plans, but freed by them. Slow...
Then, just like you probably wouldn't buy the first house you find when shopping for a home, you likely don't want to commit to a financial professional before getting a sense of what's out there. That's why James Lee, CFP® and past president of the board of the Financial ...
2. Look into professional advisor organizations If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors. CFP Board Acertified financial planneris a type of financial advisor who undergoes rigorous training and education in virtually...
Take advantage of the Verify a CFP professional tool. Here, you can check whether acertified financial planner(CFP) actually holds certification.16Keep in mind that not all financial planners hold the CFP designation.17 Search theBetter Business Bureau’s list of accredited financial consultants.18...