Financial Planning
We help you plan for success based on your unique needs.
Our financial planning process is an in-depth review of our client’s financial needs, goals, and challenges. Once we have identified the opportunities for growth and sustainability, we can create a tailored financial planning strategy for a tax-efficient retirement. The work done with the client and the planner sets the stage for the greatest possibility for the client to reach his or her financial goals in the near and long-term.
WATCH: The Financial Planning Process and Tools
Why You Should Choose a Certified Financial Planner™ Practitioner.
As a Certified Financial Planner ™ Practitioner, Mark Byelich must adhere to the Code of Ethics and Standards of Conduct put forth by the Certified Financial Planning Board of Standards. The Code of Ethics is listed below. Visit the CFP Board’s website to review the Code of Ethics and Standards of Conduct:
- Act in the client’s best interests.
- Act with honesty, integrity, competence, and diligence.
- Act in a manner that reflects positively on the financial planning profession and CFP® certification.
- Exercise due care.
- Avoid or disclose and manage conflicts of interest.
- Maintain the confidentiality and protect the privacy of client information.
