Certified Financial Planner (CFP)

Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.

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Fiduciary

Fiduciary duty is a legal responsibility to put the interests of another party before your own. If someone has a fiduciary duty to you, he or she must act solely in your financial interests. A fiduciary cannot, for example, recommend a strategy that doesn’t benefit you but instead provides a kickback.

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SmartVestor Pro

SmartVestor Pro's work with Dave Ramsey financial principles to establish a long term investment strategies and equity portfolios.

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Budgeting

EFP advisors believe in zero-sum budgeting.  Every dollar in your income needs a place to go.  Whether it is savings, utilities, groceries or spending, every dollar needs to be told what to do and we can work with you to develop a budget to maximize your income.

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