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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.

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The information in this material is only as current as the date indicted, and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. 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.

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
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