Who needs a certified financial planner? The simple answer is that every working adult should have a certified financial planner.


Contrary to popular belief, financial advisors are not only for the wealthy. A lot of people think because they are not millionaires that do not need a certified financial planner,. But that idea couldn’t be further from the truth — and those who believe this often miss out on some great opportunities to build their wealth.

Only about 30% of U.S. residents take advantage of a long term financial plan. Planning your finances should be a priority for everyone who has financial goals they would like to meet.

It’s Not About the Size of Your Income; It’s About What You Do With It

Taking advantage of a certified financial planner Knoxville TN earners trust can help you make the most of any level of income. Of course, their assistance can be most welcome if you already have an abundance of income and need fiduciary management. But it is not a necessary requirement in order to reap the benefits of financial planning.

Some of the key benefits of trusted experienced financial planning services include:

  • Retirement planning. It is never too soon to start planning your retirement and setting aside the funds to ensure you can do it.
  • Setting up a safety net. A financial planner can help you to plan for financial emergencies and more.
  • Building your wealth.

Everyone has financial goals, regardless of the level of their current income. Reaching those goals starts with having an experienced financial planner by your side who can provide you with the information and the tools that you need to grow your wealth.

Certified financial planners can help you put your income to work for you. You can easily make steady progress towards your goals — whether it is to save for a child’s college education, retire early, or figure out how you can afford that vacation home.

Certified financial planners can help you meet both your long-term and your short-term financial goals, regardless of your income level. You can take advantage of having an expert on your side who is focused on you reaching your financial goals.

Getting Started is Easy

Getting started on the road to good financial health is as easy as picking up the phone or sending an email to make that first appointment. Once you take that first step you can be on your way to a much brighter financial future. For more information, please get in touch with us today.