When navigating life’s major financial decisions—from retirement to investments to estate planning—having the right expert by your side makes all the difference. That’s where a Certified Financial Planner (CFP®) comes in.
At Family Asset Planner in Canton, Ohio, our team includes licensed CFP® professionals who provide comprehensive, fiduciary-based financial guidance tailored to your goals.
What Is a CFP®?
A Certified Financial Planner (CFP®) is a financial advisor who has met rigorous education, experience, and ethical requirements. To earn the CFP® designation, advisors must:
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Complete coursework in personal finance, tax, retirement, insurance, and estate planning
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Pass a challenging national exam
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Meet years of experience requirements
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Commit to ongoing education and a strict code of ethics
CFPs are trained to look at your entire financial picture—not just one piece of it—and create a custom plan that helps you reach your long-term goals.
Key Services Offered by a CFP®
A CFP® does more than pick stocks or sell insurance. They offer holistic financial planning, including:
✅ Retirement Planning
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Calculating how much you’ll need to retire comfortably
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Developing income strategies
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Social Security and pension guidance
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Required Minimum Distributions (RMDs) planning
✅ Investment Strategy
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Portfolio creation and rebalancing
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Risk management and asset allocation
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Tax-smart investing and diversification
✅ Tax Planning
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Identifying tax-saving opportunities
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Coordinating with CPAs
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Planning Roth conversions, capital gains harvesting, and more
✅ Estate & Legacy Planning
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Wills and trusts coordination
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Beneficiary review
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Wealth transfer and charitable giving
✅ Insurance & Risk Protection
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Life, disability, and long-term care insurance
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Ensuring you’re not over- or under-insured
✅ Cash Flow and Budgeting
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Expense management
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Debt payoff strategies
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Saving for goals like education, housing, or business
Why Working with a CFP® Makes a Difference
Here's what sets CFP® professionals apart from general financial advisors:
| Feature | CFP® Professional | Non-CFP Advisor |
|---|---|---|
| Comprehensive planning | ✅ Yes | ❌ Varies by advisor |
| Fiduciary responsibility | ✅ Often required | ❌ Not always |
| Exam-based certification | ✅ Yes | ❌ Not required |
| Continuous education | ✅ Required | ❌ Not guaranteed |
| Holistic life planning | ✅ Yes | ❌ Often product-focused |
Why Choose Family Asset Planner?
At Family Asset Planner, our CFP® professionals don’t just advise—you get a trusted partner. We believe that your financial plan should grow with you, and we’re committed to providing:
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Fiduciary guidance that puts your interests first
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Clear, personalized planning for every stage of life
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Ongoing support and reviews as your goals evolve
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No product sales or hidden commissions
Whether you’re saving for retirement, managing your investments, or planning your estate, we’re here to guide your financial journey with confidence.
Schedule a Consultation with a CFP® Today
Phone: 888-222-1286
Website: familyassetplanner.com
Address: Canton, Ohio 44708