Justin J. Long CFP®

What is a CERTIFIED FINANCIAL PLANNER™ Professional?

5 min read
Apr 25, 2021 12:00:00 AM

A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner B …

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Topics: Financial Planning |

Financial Planning: Helping You See the Big Picture

4 min read
Dec 22, 2020 12:00:00 AM

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each com …

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Topics: Financial Planning |

Top 10 questions to ask potential financial advisors

5 min read
Sep 30, 2020 12:00:00 AM

When exploring partnering with a financial advisor there are many things to consider, here are our top 10 questions to ask during the interview process to ensure you alig …

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Topics: Fiduciary |
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