Experience: CFP® professionals must have three years’ minimum experience in the financial planning process prior to earning the right to use the CFP® certification marks. Thus, CFP® practitioners maintain financial counseling skills in addition to financial planning knowledge.
Ethics: The last step to certification, CFP® practitioners must adhere to the CFP Board’s Code of Ethics and Standards of Conduct. This includes becoming a Fiduciary. Simply put, that means always acting in the client’s best interest when providing financial advice. Also, there is an extensive list of ethical requirements that CFP® practitioners must stay in compliance with.
Bottomline, through the CFP® certification, you are getting a team here that is qualified to design a holistic game plan for your every financial need. Furthermore, we will uphold the highest ethical standards of the industry in the process.
In addition, Sechrist Financial is an independent firm, which allows us the freedom to choose how we run our business. We have chosen Cambridge Investment Research, Inc. as our broker-dealer because they give us more flexibility in the way we work with our clients. With Cambridge, we never have to worry about corporate interests or sales quotas. This allows us to live up to the CFP board’s Fiduciary standards and act in your best interest.
We provide full-service investment management, retirement, insurance and financial planning. Whether you are looking to make the most of today or plan for the future, we will work with you to develop a custom roadmap designed to help you achieve your specific financial goals. We stand firm in our belief in cultivating long-lasting and authentic relationships with our clients.