Broker Check

We put your best interest ahead of our own every time.

Choosing a Financial Planner is essential to aligning and pursuing your goals. Part of that decision should be affiliating yourself with a financial professional with the Certified Financial Planner (CFP) designation.

A CFP has completed extensive training and experience requirements, and is held to rigorous ethical standards. They understand the complexities of the changing financial climate and how to design recommendations that are in your best interests.

While many people call themselves Financial Planners or Financial Advisors, only those who pass the rigorous standards set by the CFP board are eligible to call themselves Certified Financial Planners.

CFP’s have gone through a comprehensive course study with a college or university approved by the CFP board. After the course study is complete, they must pass a CFP examination which tests their financial planning in real life situations. Topics include financial planning process, budgeting, insurance policies, employee benefits, investments, retirement planning, tax strategies and estate planning.

Prior to earning the CFP designation, participants also must have several years of experience working in a financial planning capacity with clients. After receiving the designation, CFP’s are held to high standards in ethics and professional responsibility.

The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary”—acting in the best interest of their financial planning clients.

Both Kelley Tom and Glennel W. Jordan are CFPs and manage the case design for our clients. Our objective is to continually raise the bar on Financial Professional Standards and deliver a positive experience for our clients.