Financial Planning
*Financial Planning offerred through LPL Financial, a Registered Investment Advisor.
Robert J. Eldred 
CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Although many professionals call themselves "financial planners," only CERTIFIED FINANCIAL PLANNER™ professionals have completed extensive training and are held to the highest ethical and educational standards. CFP® professionals understand the complexities of the changing financial climate and will make financial planning recommendations in your best interest. No matter where you are in life, you’ll find confidence in working with a CFP® professional to evaluate your finances and develop a comprehensive plan for your financial future.
Why People Say Yes to Financial Planning
Financial planning pulls all your finances together, organizing them and making management easy and effective. The more you understand and better manage your wealth, the more prepared you are able to manage your goals and dreams.
Creating a financial plan will help you:
- See your finances from a holistic point of view, so you understand how your individual financial decisions impact your overall financial success.
- Create integrated strategies that take into account the interconnectedness of your financial activities.
- Identify your long-term financial goals and the steps needed to pursue those goals.
- Track your progress and make adjustments as you experience new life events or develop different perspectives.
Contact Robert to discuss what should be included in your financial plan today.