Certified Planners, Inc. is an independent, fee based Registered Investment Advisory firm. We specialize in wealth management and retirement planning based on your lifestyle goals.
We use a holistic approach to help you put your financial house in order. Our financial planning process is comprehensive and involves determining your lifestyle goals and objectives, identifying gaps, and making recommendations to pool your resources together. We also monitor and manage your wealth to assist you in achieving your lifestyle goals (before and after retirement).
This process is a journey. The plan we design is goal oriented and serves as a road map. Your assets serve as the gas in the car that will help you reach the destinations on your map. The plan and your assets work together to accomplish your overall goals. Learn more about how we work with clients on our Client Relationship Summary ("Form CRS"). We take our Fiduciary Duties seriously and are committed to acting fairly and diligently with a high degree of integrity and objectivity. Our success comes from developing strong partnerships with our clients. These relationships are sustained by trust and loyalty. We value our client relationships and when they recommend us to their friends and family, we take it as a compliment for a job well done.Today, the markets present a variety of challenges and investors are looking for guidance. As long-term investment advisors, we monitor market and economic conditions. We keep our clients informed about our strategy and aim to minimize volatility in their portfolios. Check out the Quarterly Commentary for our take on today’s markets.
We know you work hard to accumulate wealth for your future. Our goal is to help you enjoy financial independence and maintain your current lifestyle.
We start with a plan that becomes your road map. We view your portfolio as the gas in the car. Without a map, you may get lost. Without gas, you can't get very far.
Some financial decisions are overwhelming. We work as your advocate and serve as a resource to help you make smart decisions that are right for you.