Navigating Retirement Podcast: 3 reasons why you need a CFP®

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Retirement is a big step, and navigating it can be challenging. One thing to consider is who is handling your money for you. You want someone who's certified, has the experience and knows what they're doing with your investments.
The CFP® designation is an easy way to find someone like this. The CFP® designation is a widely respected symbol of financial planning excellence: it's often seen as the "gold standard" among planners.
You also want to look for someone who is legally required to act in your best interest.
In my latest video episode of "Navigating Retirement," I detail what a CFP® is and why working with one is essential to planning and preparing for a successful retirement.
Plus, I'll discuss what a "Fiduciary" is and why it is so important to have one.

We all want to be prepared for our financial future. It’s essential that we take steps to ensure that we are protected and financially ready. However, getting the right advice is extremely important, so it’s crucial to choose a financial planner committed to always putting our best interests first.

As always, I am simply a phone call away, 843-735-5065, should you need to discuss your retirement planning needs. We can have this meeting at our office, over the phone, or online, whichever works best for you.

Rick Durkee
President & Founder
Coastal Financial Planning Group
Phone: (843) 735-5065
www.cfpgroup.biz

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You can watch this latest episode of Navigating Retirement on our Youtube channel by clicking the link in this event page.
or
You can listen to this and all of our podcasts on your preferred podcast media by searching "Navigating Retirement" or you can listen in by visiting our website www.cfpgroup.biz and clicking on the "podcast" page.

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