True North Financial Advisors, located in Boynton Beach, Florida, has a Certified Financial Planner® Professional that offers financial planning and investment advisory services. Working with your tax and legal advisor is made easier through the use of eMoney Advisor® Wealth Management platform used to implement, monitor and evaluate your financial strategies.
Estate Planning and Retirement Planning strategy development is assisted through the use of sophisticated forecasting models, known as Monte Carlo simulations to better understand the likelihood of meeting your stated financial goals. Investment management and portfolio construction is based on your investment objectives, investment time horizon and risk tolerances, which are implemented and monitored through the use of a personalized Investment Policy Statement to develop Asset Allocation Models for your investment portfolio.
Why Choose a Certified Financial Planner® Professional?
Not every financial advisor is a Certified Financial Planner® professional. CFP® professionals have completed course work and examinations to obtain 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.
What does the financial planning advisory process entail?
The financial planning advisory process involves the determination of all relevant client information which is analyzed to identify a 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 the insight needed to implement a plan of action.
How do I obtain professional unbiased financial advice?
Stephen Ostrofsky, CFP® is a financial planner located in Boynton Beach, Florida who offers financial advice for a fee, or on a transaction-oriented commission basis. The scope of the financial planning and investment advisory engagement will be established through 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 maintain the strictest adherence to the professional standards which govern Certified Financial Planners®. Prospective clients are encouraged to ask for references.
