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Four expert Certified Financial Planner practitioners give you insight into financially surviving today's Chaotic Economy and keep you on track for retirement.
Click on the link below each picture for an informative video!
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Avoiding Financial Accidents in an Unsettled Market Watch the video
 Joe Bert, CFP®, AIF®
| Sorting Through a Chaotic Financial Market Watch the video
 Denise Kovach, CFP®, AIF®
| Getting Back to Basics as You Countdown to Retirement Watch the video
 Roger Johnson, CFP®, AIF®
| The Psychology Behind Today's Financial Environment Watch the video
 Judith Sanborn, CFP®, AIF®
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Financial planning is not a product. It is a process of providing advice and assistance to a client in order to help that client achieve his or her financial goals. Because each client is unique, there can be no cookie cutter approach. Through our SEC- registered investment advisory firm, Certified Advisory Corp, a client's needs are first prioritized and then addressed using the appropriate strategies and concepts. Certified Advisory Corp provides its financial planning and investment advisory services on a fee basis.
As an independent firm, not owned or controlled by a third party firm, all of the licensed practitioners remain free to recommend the best financial solutions from a broad array of sources. Because there are no "house" or proprietary products, these practitioners have the freedom to choose the solution that will work best for the client. Investing involves risk and past performance is no guarantee of future results.
DISCLAIMER: Investment Advisory Services and Fee Planning through Certified Advisory Corp, an SEC Registered Investment Advisory Firm. Securities offered through TransAm Securities, Inc., Member FINRA, SIPC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
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Certified Financial Group | www.FinancialGroup.com 1111 Douglas Ave., Altamonte Springs, FL 32714 | 407-869-9800 |