How to find the right CERTIFIED FINANCIAL PLANNER(TM) professional

ID-100137963Visit LetsMakeAPlan.org to see the latest public-facing update by the CFP Board of Standards.  This site promotes the value of working with a Certified Financial Planner TM professional and facilitates a search for CFP® professionals in your area.

Those CFP® professionals who come up on the search have indicated their method of compensation, the minimum investable assets they handle and their specialties.

If you perform a search today of zip code 47715 and those within 10 miles, the results show 34 CFP® professionals.  Nine of those 34 have indicated “fee only” as compensation and 5 of those nine are employed at Payne Wealth Partners with indicated minimum investable assets of $1,000,000 (the other 4 range from $500,000 down to $100,000 of investable assets minimum).

So as of today, Payne Wealth Partners would be a good place to start  for those seeking a CFP® professional in the Evansville area who is not compensated by commissions on product sold and who specializes in high net worth family planning and investments.

start-the-conversation

The information in this material is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements. The information does not attempt to examine all the facts and circumstances that may be relevant to an individual’s financial needs. Payne Wealth Partners, Inc. is not soliciting any action based on these statements.

Contact Our Offices

Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
  • YouTube
  • Follow us on twitter
  • Follow us on facebook
  • Follow us on linkedin
  • GooglePlus
×

FREE Financial Planning Guides and other exclusive content!

Get instant access to download all our current - and future - informational whitepapers and guides plus join our mailing list to receive the latest Payne Wealth blog posts. 

SUCCESS! Please check your e-mail inbox for your access link and password.