While attorneys and CPAs are regulated by education departments and the State Bar, most consumers are surprised to learn that anyone can use the title of Financial Planner. Facing the daunting task of comparing apples to oranges, investors must carefully scrutinize the credentials of a range of stock brokers and insurance agents who frequently offer financial planning support without the appropriate financial training necessary to do so.

Yet given the financial industry scandals over the past decade, wouldn't it be comforting to know that the individual dispensing important financial and investment advice was a licensed and trained professional? The Certified Financial Planner, or CFP®, designation offers this assurance, with a CFP® required to meet stringent prerequisites. A CFP® must also successfully pass a rigorous national exam covering a broad range of financial topics.

United Financial Planning Group, LLC is a tight-knit team of CPA's and CFP®'s, giving you the comfort and peace-of-mind in knowing your important financial matters are handled with the utmost care. Make the wise choice. Contact us today to schedule a free initial service consultation.