Bassett Financial Advisors

Why Financial Planning

Because we bridge your finances to your life.


 

A financial plan is a road map that provides a guide for making all of your financial decisions, motivates you to push a little harder to achieve your goals, and acts as a yardstick to measure progress. Without a map, it can be very easy to start down the wrong path and never arrive at your desired destination.  The holder of the CERTIFIED FINANCIAL PLANNER™ designation is the best suited to design and implement a financial plan for you

 

Why a CFP®?

Many can call themselves financial advisors and the requirements for carrying this title unfortunately are minimal. The CFP® title is awarded by the International Board of Standards and Practices for Certified Financial Planners. CERTIFIED FINANCIAL PLANNERS™ must undergo two years of intensive training followed by a rigorous two-day examination. A code of ethics must be adhered to and participation in a continuing-education program is required. CFP®s are trained in many aspects of the financial services industry, including investment, insurance, retirement, tax, estate planning, and more.