Certified Financial Planner

Qualified financial professionals are able to sit for the Certified Financial Planner (CFP) exam. Upon receiving a passing grade and fulfilling work-related requirements, candidates earn the CFP professional designation. There are a myriad of acronyms and professional certifications in the world of insurance and financial planning. The CFP designation is arguably one of the most meaningful professional designations.

What to Seek in a Financial Advisor

META Tag Title: 
Annuity Digest Buying Guide: What to Seek in a Financial Advisor
  • Objectivity: Does the information provided to you appear to be in your best interests and be free of any conflicts of interest?  Is the advisor open to discussing products and solutions that may fall outside of their area of focus and expertise if it makes sense for you?  The fiduciary question is a good starting point.

NAPFA Provides Consumers with Quality Control while Maintaining Flexibility for Financial Advisors

NAPFA is the National Association of Personal Financial Advisors.

NAPFA membership consists of financial advisors who provide comprehensive...


The Garrett Network's Fee-Only Approach Creates Natural Partnerships Between Clients and Financial Advisors

Sheryl Garrett is the founder of the Garrett Planning Network.

The Garrett Network consists of approximately 300 financial advisors who provide services on a fee-only basis and act as fiduciaries.

Read on to understand how and why the Garrett Network seeks to make objective, competent...

An Interview with Retirement Planning Expert Henry Hebeler


Henry "Bud" Hebeler is a former Boeing executive who has been running a retirement planning...