Trusted, Certified and Unbiased
–
a rare combination in the field of
financial planning!
Trusted
We believe your tax professional is one of the most logical
person to trust for financial planning advice. Think about
it. Every year you trust your tax professional with all kinds
of financial data ranging from your salary to your investment
details to your home mortgage information. Couple this with the
fact that every aspect of financial planning has significant tax
consequences.
Certified
In addition to being CPA’s,
Jay Hoover and
Cathy Sullivan
hold both the Personal Financial Specialist (PFS) and the
Certified Financial Planner (CFP) designations. Most CFP’s add
a disclaimer to their plans to consult your tax advisor. We
don’t need to!
Unbiased
Contrary to most CFP's, we do not sell any products (i.e.
stocks, insurance, etc.). We simply want to help you reach your
financial goals without the negative influences of commissions
or fees based upon implementing our recommendations. Our only
compensation is what you pay us directly. In addition to hourly
engagements we offer fixed fee agreements.
Not sure what a CFP is or how to choose one?
Below are information brochures
provided by the Certified Financial Planner Board Standards.
What You Should Know
about Financial Planning
Why You Should Choose a
CFP
10 Questions You Should
Ask a Financial Planner
