Connecting with a Certified Financial Planner® can be the difference between feeling stuck on reaching your financial goals or getting the advice you need to move toward your financial goals.
Every financial planner you meet who sells financial services is a “Financial Sales Rep”; however, not every planner is a CFP®. A CFP® means that said Financial Planner has met the rigorous education, examination, experience, and ethical requirements set by the Certified Financial Planner Board of Standards (CFP Board).
At Iron Point Financial, we are about people, not products. You have distinct financial goals and requirements. A Certified Financial Planner can help you create a customized financial plan that considers your specific needs, empowering you to secure a brighter tomorrow.
If you’re thinking about switching your financial planner or getting started for the first time, you should keep a few things in mind when considering us:
In a world where ”best practices” usually involve sending prospective clients to long forms with multiple choice questions, our company has been founded upon the belief that every client is unique and needs a plan that will help them reach their unique goals.
Building long term relationships and helping clients reach their goals is our highest priority. We are willing to put in the hard work required to serve our clients where they are today, while being accountable to help them grow into a great future.
Learning from our experiences in helping others, we have created processes and tools that inform us to give you advise that empowers you to be confident in the steps that you are taking to reach your financial goals.
As we listen to you & assess your goals, we will develop & execute a plan that has been custom built for you.
We will meet with you each year to review and adjust your plan so you can face your future with confidence.
Being Confident in your progress gives you the freedom to invest your life in what matters most.
Face-to-Face Interaction:
One of the main benefits of working with a local CFP is the opportunity for in-person meetings and consultations. Face-to-face interactions can help build trust, rapport, and a strong working relationship with your financial planner. This personal connection allows for better communication and understanding of your financial needs and goals, leading to more effective financial planning and advice.
Local Knowledge and Expertise
A local CFP will likely have a deep understanding of the local economy, tax regulations, and financial landscape. This knowledge can be beneficial when developing a financial plan tailored to your specific needs and situation. For example, they may know regional investment opportunities, tax incentives, or local estate planning considerations that could impact your financial strategy. Their familiarity with the local community can also help them connect you with other trusted professionals, such as attorneys, accountants, or real estate agents.
Accessibility and Ongoing Support
Working with a local CFP means they are easily accessible for meetings, consultations, and continued support. This accessibility can be especially valuable during market volatility, or significant life changes when you may need prompt advice or adjustments to your financial plan. Having a financial planner nearby also lets you maintain regular contact and receive timely updates on your financial progress, keeping you informed and engaged in your financial journey.
This testimonial and/or endorsement was given by client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
We serve the Greater Pittsburgh and Eastern Ohio Areas. We have offices located in both Grove City, PA and Greenville, PA. If you are looking for a financial planner near you who is committed to helping you with wealth management, we are here to help!
