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The Four E’s of a CFP®

Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism.

Education

CFP® professionals, unlike many other financial advisors, must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university. Read More.

Examination

CFP® professionals, unlike many other financial advisors, must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university. Read More.

Experience

CFP® professionals, unlike many other financial advisors, must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university. Read More.

Ethics

CFP® professionals, unlike many other financial advisors, must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university. Read More.

Why a CFP?

Today, CERTIFIED FINANCIAL PLANNER™ professionals are essential resources for families and individuals making their ways through the seasons of life.

Finances can be overwhelming, and having a CFP® professional at your side can ease many of the burdens and stresses that come from going it alone.

At H Cubed Financial Solutions, our CFP® professionals will examine your assets, liabilities, income, insurance, taxes, investments and estate plan, to assess your current financial health. With realistic financial and personal goals in place, they will develop a comprehensive plan to meet your financial goals by addressing financial weaknesses, while building on your financial strengths.

By putting your financial plan into action and monitoring its progress, a CFP® professional can help you meet your changing goals, your personal circumstances, your stages of life, markets and tax laws.

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Financial Planning Experts In Granbury Texas

You deserve a local financial planning experience. We believe planning for your future should be easy. Our Granbury Texas financial advisors will help you put your finances in order to attain the financial goals of your dreams. We can walk you step by step through the entire financial planning process and help you select the perfect financial solutions for you.

H Cubed Financial Solutions can save time and reduce costs by providing fee-only financial solutions. Our passion is assisting clients in accomplishing their financial goals and objectives.