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CFP® practitioners can work in several settings including small
financial planning practices, large financial services firms, credit
unions, banks and other financial intuitions. Planners are compensated
for the services they provide in different ways, as well. Some are paid
through commissions, and others through fees or a combination of both.
While all CFP practitioners are trained to provide you with
comprehensive financial planning services, some specialize in one or
more areas, or work with specific types of clients. Be sure to ask the
planner how he or she is paid and interview several candidates to choose
the one with whom you feel most comfortable and who best meets your
needs. |
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191 North Avenue, Mount Clemens, MI
48043
Securities offered through Sigma Financial Corporation, member
FINRA/SIPC
Fee-based investment advisory services offered through Sigma Planning
Corporation, a registered investment advisor |