• ph: 907.452.6393 | toll free Alaska: 800.478.6393 | fax: 907.452.1600 | 121 Spruce Avenue, Fairbanks, Alaska 99709

What We Do

The Importance of Having a Financial Plan

Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals. We can help you secure your financial wellbeing and give you peace of mind and help you reach financial planning success.

 

The Benefits of Having a Certified Financial Planner™

Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner™ professional if you:

  • Want to better manage your finances, but aren't sure where to start
  • Don't have time to do your own financial planning
  • Want a professional opinion about the plan you've developed
  • Don't have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
  • Have an immediate need or unexpected life event

www.cfp.net

What You Need to Know About CRPC®

The College for Financial Planning is a regionally-accredited institution of higher education accredited by the Higher Learning Commission, a member of the North Central Association. The College is a wholly owned subsidiary of Apollo Group, Inc., located in Phoenix, Arizona.

The College offers a Master of Science degree with a Personal Financial Planning major and two Master of Science in Finance degrees, nine proprietary professional designations, and the CFP Certification Professional Education Program. Founded in 1972, the College is the country’s most established provider of financial planning education and has over 120,000 graduates from its Master’s and non-degree programs.

  • AAMS® | Accredited Asset Management SpecialistSM
  • ADPA® | Accredited Domestic Partnership AdvisorSM
  • APMA® | Accredited Portfolio Management AdvisorSM
  • AWMA® | Accredited Wealth Management AdvisorSM
  • CMFC® | Chartered Mutual Fund CounselorSM
  • CRPC® | Chartered Retirement Planning CounselorSM
  • CRPS® | Chartered Retirement Plans SpecialistSM
  • MPASSM | Master Planner Advanced StudiesSM
  • RP® | Registered ParaplannerSM

Are all trademarks owned by the College for Financial Planning and are awarded to individuals who successfully complete the College’s initial and ongoing designation requirements.

 

Schedule a consultation or review with a member of our team.