Top 10 Reasons to Use a CFP™

1. ORGANIZE – gather your financial information

2. FORMALIZE – identify your financial goals

3. PRIORITIZE – rank your financial opportunities

4. CAPITALIZE -  stretch your financial resources

5. OPTIMIZE – evaluate your financial situation

6. STABILIZE – establish your financial foundation

7. CUSTOMIZE – tailor your financial strategies

8. ACTUALIZE - achieve your financial aspirations

9. AGGRANDIZE – expand your financial horizon

10. FANTASIZE – A CFP will help you realize your financial dreams

 

At Chestnut Investment Advisory, I am a CFP® (Certified Financial Planner is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement), a CIMC®  (a Certified Investment Management Consultant must adhere to a Code of Ethics and continuing education requirements in the areas of asset allocation, modern portfolio management, portfolio performance measurement, and ethics) &  an AIF® (an Accredited Investment Fiduciary is bound to act for the benefit of another).   

I have worked in this field for 37 years and will continue to do so for quite a few more.  It is challenging work that requires enormous amounts of research which I thoroughly enjoy almost as much as I enjoy helping clients reach their goals.  At Chestnut Investment Advisory we offer essential support with hand-crafted strategies.

I facilitate and ease my client’s relationship with their money.  I look forward to working with you.               

                                                               George    

#CFP #CIMC #AIF #financialplanner #advisor #finance #investments