CFP® Near Me | Middleborough, MA

CERTIFIED FINANCIAL PLANNER™ in Middleborough, MA

Your finances are more than your income, your retirement fund, or just casual investments. Your finances are what determine your way of life, your ability to provide for your family, the donations you make to charities, and the lifestyle you will enjoy when you’re retired. It is understandable to want to get the best financial advice possible. You have come to the right place! Getting help from a CERTIFIED FINANCIAL PLANNER™ is paramount if you want unbiased guidance aimed at your total financial wellbeing.

What Does a CERTIFIED FINANCIAL PLANNER™ Do?

A CERTIFIED FINANCIAL PLANNER™ helps their clients to build sound financial plans aimed at growing and preserving wealth. CERTIFIED FINANCIAL PLANNERs™ have more education than financial advisors and planners, and must uphold the fiduciary standard prescribed by the CFP® Board. Essentially, a CFP® commits to serving the interests of their clients and staying abreast of the most important and pertinent financial news, trends, products, and practices.

CERTIFIED FINANCIAL PLANNER™ Fiduciary Standard

All those holding the CFP® designation work as fiduciaries, meaning they only have the client’s best interest in mind. They commit to upholding the ethical standards laid out by the CFP® Board. This model will always serve the client and ensure that unnecessary financial products aren’t being sold merely to advance the interests of the financial planner.

Why Is Having a CFP® Important?

Anyone can call themselves a financial advisor or planner, but having a designation that shows the proper education and experience means you will get advice that serves you and your interests. Financial planners often try to fit their clients with products that they might not need because there is a commission involved. A CFP®, on the other hand, is committed to only providing financial advice that serves the best interests of their clients. You can feel secure knowing that whatever plans or products you go with are what is best for you alone.

A CERTIFIED FINANCIAL PLANNER™ Who Listens

At Lifetime Financial Strategies, we strive to listen to and really hear our clients. Starting with what they really want out of life. We know that most people struggle to feel understood, which can lead to feelings of isolation–even between the closest of couples and families. We love to hear about what motivates our clients and what they want to get out of life both as individuals and as couples and families. Getting an idea of their “big picture” helps us to put the necessary pieces into place that can bring their dreams to fruition.

CERTIFIED FINANCIAL PLANNER™ Near Me

If you’ve been searching for a “CFP® near me,” or for “CFP Fiduciary near me,” you might feel overwhelmed by the results that pop up. Rest assured, we are a fiduciary firm with Bill Goldsmith, a licensed and certified CFP® at the helm. Lifetime Financial Strategies proudly serves the people of Massachusetts, providing financial planning and retirement services that help families and individuals which ultimately helps the community as a whole.

As financial planner in Massachusetts, we are familiar with the local and state tax laws that will affect your financial plans and savings. We are also keenly tuned in to the industries that keep our local economy going. We would love the opportunity to get to know you and help you to reach your financial goals. Give us a call today!

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