Certified Financial Planner in Bedford, NH

Why Work with a Certified Financial Planner?

Securing a bright financial future is one goal among many. However, mapping out personal finances on your own can be challenging. As a highly experienced Certified Financial Planner in Bedford, NH, Cohen Investment Advisors provides the guidance you need to navigate wealth management’s intricacies.

Your Partner in Wealth Management

At Cohen Investment Advisors, we go beyond offering advice. We are your partner in wealth management, helping you create a personal roadmap to financial success. We are committed to building deep-rooted relationships built on trust with our clients. Our approach begins and ends with your best interests.
Certified Financial Planner Services in Bedford, NH

What Is a Certified Financial Planner?

A Certified Financial Planner (CFP®) is a highly regarded finance professional accredited by the Certified Financial Planner Board of Standards (CFP® Board). They specialize in financial planning, insurance, estate planning, taxes, and retirement saving. To earn this certification, a CFP® must complete the CFP® Board exams and annual training to uphold their certification and skills.

Understanding The Role of a Certified Financial Planner

A CFP® leads with your best interests. Working with a CFP® begins with a comprehensive overview of your finances, assessing investments, properties, and cash to determine your income and net worth. This is then compared with liabilities, including mortgages or student loans, to establish a personalized financial plan.

Certified Financial Planner Fiduciary Duty

A Certified Financial Planner offers a holistic approach to finance management. They consider each facet of your financial standing, from investments to risk management, retirement saving, real estate, and beyond. A Certified Financial Planner has a fiduciary duty. As such, they are obligated to make informed decisions based on their client’s best interests.

What Does a Certified Financial Planner Do?

A CFP® collaborates with their clients to develop personalized financial plans based on their current, projected, and desired finances. They address short and long-term financial goals while weighing risks and liabilities to create strategies that optimize your financial portfolio. The ideal result is financial growth, greater financial stability, and wealth preservation.

Certified Financial Planner vs Financial Advisor

Although the terms are frequently used interchangeably, not all financial advisors are Certified Financial Planners. Certified Financial Planners undergo specific education and training and adhere to stringent standards to demonstrate an elevated level of expertise. We believe CFP’s offer a more comprehensive service.

When to Choose Certified Financial Planners

If you are solely looking for advice regarding financial products, a financial advisor may be a sufficient resource. For a comprehensive approach to financial well-being, you will likely benefit from a Certified Financial Planner. They will help you make wise and ethical financial management and investment choices, find new opportunities for financial growth, plan for a comfortable retirement and much more.

How a Cohen Investment Advisors (CFP®) Can Help

At Cohen Investment Advisors, we assess our clients’ financial picture. We tailor strategies to currentand future financial conditions, ensuring our financial plans align with our clients’ concerns and goals. With our personalized guidance, we adapt to your growing needs, market conditions, and new opportunities to foster continued success.

Why Cohen Investment Advisors

With a wealth of experience and a time-honored skill set, we are backed by a track record of achieving lasting financial success for our clients. We understand the complexities of the financial landscape. As such, we apply a holistic approach, considering every facet of your finances to secure an effective and adaptable plan.

Work With a Trusted Certified Financial Planner

Start steering your financial future and aim for sustainable results with a trusted Certified Financial Planner and Cohen Investment Advisors in Bedford, NH. Count on us to provide the expertise and guidance you need to transform your financial portfolio. Contact us today to get started.