10/08/2026
October is Financial Planning Month! 📅
A CFP® (Certified Financial Planner) isn't just a financial professional. It's a designation earned through extensive education, experience, and a commitment to putting clients first.
Our CEO, Mike Schuster, holds the CFP® designation, reflecting his commitment to ongoing education, comprehensive financial planning, and the highest standards of client service. His designation also reflects the standards we strive to uphold across our entire firm, giving our clients confidence that they are working with a team committed to the same level of professionalism, ethics, and client-first service.
Financial planning is more than investing. It involves retirement planning, tax strategies, risk management, estate planning, and helping you make informed financial decisions throughout life's many stages.
A well-designed plan can help bring clarity, confidence, and peace of mind for the years ahead.