Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of
To maintain your current lifestyle? To pay for your child’s college? To protect your wealth? To grow your wealth? To leave money to your heirs and charity? You have your reasons. Let us help you plan for them. The Zale Group can help you plan for your financial future, with only your goals
As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child’s college education or help support an aging parent. In addition, you must prepare for your own retirement and consider what’s to be done with your
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