Financial Planning Services LTD

Affiliations


Financial Planning Services, Ltd. is a proud member of the following societies and adheres to their standards of professional excellence and integrity:

Commitment to Continued Education

The Certified Financial Planner Board of Standards is a professional regulatory organization which promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to -- and benefit from -- competent, ethical financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Mike Smith is a CERTIFIED FINANCIAL PLANNER professional.


Commitment to Integrity, Objectivity, Competence and Professionalism

You deserve the best advice when planning your financial future. A CPA financial planner must be able to assess your current financial situation, help you determine your financial goals, and help you develop and monitor a plan to attain them. You need someone you can rely on to provide trusted, objective, and competent advice—someone who has built a reputation on those very qualities. The PFS credential was established for CPA's who specialize in personal financial planning and is awarded exclusively to AICPA members who have demonstrated considerable experience and expertise in that area. As of today, the AICPA has granted approximately 3,300 CPA/PFS credentials. A CPA must meet certain requirements before becoming a CPA/PFS and meet recredentialing requirements every three years to maintain the certification. A CPA/PFS combines a century of trusted advice with today's cutting edge financial strategies. Visit the CPA/PFS website at: http://pfp.aicpa.org/

FPA®Commitment to Professionalism

Financial Planning Services is a member of the Financial Planning Association™ (FPA), a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to supporting the financial planning process and to helping people make smarter decisions to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CERTIFIED FINANCIAL PLANNER certificant.
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