Investments & Insurance
Map & Directions
Kenneth A. Pikor, President
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
CFP® certificants must pass the comprehensive CFP® Certification Examination, pass CFP Board's Candidate Fitness Standards, agree to abide by CFP Board's Code of Ethics and Professional Responsibility which puts clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. These are just some of the reasons why the CFP® certification is becoming increasingly recognized.
Check out the background of firms and investment professionals on FINRA's BrokerCheck http://brokercheck.finra.org
Completed advanced education in Retirement Distribution Planning from Ed Slott & company (America's IRA experts).
Enrolled to practice before the Internal Revenue Service.
IRS Audits, Appeals, collection problems, tax liens.
NOTARY PUBLIC, STATE OF OHIO.
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