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Investments & Insurance

Why You Should Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. A planner can play a central role in helping you meet your life goals and achieve financial well-being. Consequently, you ought to take the time to select a financial planner who is competent and trustworthy, on whom you can depend for professional advice and services. Your future depends on the choices you make.

CFP® and CERTIFIED FINANCIAL PLANNER™ are symbols used to identify an elite group of financial planners who have met the educational, experience and ethical standards established by the International Board of Standards and Practices for the Certified Financial Planners, Inc. (IBCFP). Anyone can call himself or herself a “Financial planner,” but only those who have fulfilled the IBCFP’s certification requirements may use the marks CFP® and Certified Financial Planner™.

Kenneth A. Pikor is an Independent Certified Financial Planner™ (CFP®). We can assist you with Retirement Planning, College Fund Planning, 401(k) & 403(b) plans, Keogh Plans, SEP plans, IRA’s (both Roth & Traditional), Annuities, and Disability and Life Insurance. It is important to always consider the tax consequences of financial decisions. As an Enrolled Agent (Income Tax Expert licensed by the U.S. Treasury Department) he offers that expertise as well.

Frequently Asked Questions

  1. How much does it cost to go to a CFP?

    We offer a Complimentary initial consultation.

  2. When should I go to a CFP?

    You should visit a CFP any time you have a major life change. We specialize in 401K and pension rollovers with job changes and retirement. We also specialize in life insurance with long-term-care riders.

  3. Where do I start?

    CALL US TODAY at (614) 523-3193 and we'll walk you through the process.
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Kenneth A. Pikor Financial
107 Commerce Park Drive, Suite B • Westerville, OH 43082 • (614) 523-3193

Registered representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Kenneth A. Pikor Financial are not affiliated. This communication is strictly intended for individuals residing in the states of FL, IN, ND, OH, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.