Why Choose a Certified Financial Planner® Professional?
Not every financial planner is a Certified Financial Planner® professional. CFP® professionals have completed a process of rigorous education and testing to receive their certification. To maintain this professional certification, an individual must meet ethical standards and continuing education requirements. A Certified Financial Planner® professional must comply with a Code of Ethics and Professional Responsibility which requires that each CFP® has an ethical obligation to act in your best interests, not theirs.
Who is on your professional advisory team?
The financial planning process is a multi-disciplinary approach which matches client financial objectives with tax, legal and financial advice. The team of advisors may include a certified public accountant, attorney and other financial consultant who provides an analysis which represents their opinion concerning the particular issue faced by an individual, trust and closely held business.
What does the financial planning advisory process entail?
The process involves the collection of all relevant client information which the team of advisors analyzes to identify the client’s current tax, legal and financial status. This current situation is compared with the client’s stated goals and objectives to determine the recommended course of action. As a result of this process, the client will have obtained the relevant information required to set a course of action.
How do I obtain professional financial advice?
Stephen Ostrofsky, CFP® located in Boynton Beach, Florida, is a financial planner who provides financial advice for individuals, trusts and businesses. The scope of the financial planning and investment advisory engagement are detailed through the terms of a written agreement. We can assist in all the financial planning stages from the design, implementation, monitoring and oversight required to manage the process. Stephen Ostrofsky, CFP® is committed to maintaining the strictest adherence to the professional standards which govern Certified Financial Planners®. Prospective clients are encouraged to ask for references.
