Financial Planning

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Choosing Your Financial Professional


Choosing a financial professional may be one of the most important decisions you make for yourself and your loved ones. Financial professionals can provide you and your family with guidance throughout each life stage, or work with you to address specific concerns as needed.

We can play a central role in helping you meet your life goals and achieve financial well-being. Consequently, take the time to select a financial professional who is competent and trustworthy, one on whom you can depend for professional advice and services. Your future depends on the choices you make.

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Waiting to implement your financial strategies leads to smaller savings. By saving even small amounts of money early, and frequently, you will be better off than those who wait until later in life. Equally important is developing good financial habits such as saving, budgeting, and regularly reviewing your finances.

Deb W. Anzelc CFP®, CPA, AFC

The Financial Planning Associations


provides brochures on timely personal finance topics to help you make smart decisions about your financial future. All brochures offer useful and practical advice on a variety of topics ranging from how to deal with a sudden job loss to planning for higher education. Keep in mind that all the information contained in the brochures are suggestions only and cannot be applied to every financial situation. Therefore, it is a good idea to discuss your particular financial needs with a CFP® professional.




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