• 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 a sense of security 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.