Our Firm

Wealth - a blessing for many, a curse for some:
but, always a challenge for those who care enough to keep it!

Financial planning is not a product. It is a process of providing advice and assistance to a client in order to help that client achieve his or her financial goals. Because each client is unique, there can be no cookie cutter approach. Through our SEC- registered investment advisory firm, Certified Advisory Corp, a client`s needs are first prioritized and then addressed using the appropriate strategies and concepts. Certified Advisory Corp provides its financial planning and investment advisory services on a fee-only basis.

As an independent firm, not owned or controlled by a third party firm, all of the licensed practitioners remain free to recommend the best financial solutions from a broad array of sources. Because there are no "house" or proprietary products, these  practitioners have the freedom to choose the solution that will work best for the client.

All financial plans are prepared on site by the practitioner with whom the client has met. Plans are not prepared at a remote processing center. This hands on approach from start to finish helps ensure customization and will more likely reflect the client`s unique attitudes and concerns. See Planning Services for more information. 

To further assist our clients with this hands on approach to financial planning, we also have our own Third Party Administrator and Recordkeeper, Certified Benefits Corp.This division of Certified Financial Group, Inc. works with employers to design, administer and communicate a variety of employee benefit programs. Working directly with thousands of no-load investment funds, a customized, cost-effective retirement plan can be developed for employers with few employees to those with a large numbers of employees having 401(k) plans.This approach allows for design, administration, and investment advice from one source, CFG, through its affiliates Certified Benefits Corp and Certified Advisory Corp. That is The Certified Difference!®  See 401(k) Services for further details.

Oh, and one other item...We promise to always have our telephones answered by a receptionist during business hours. No answering machines!

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Thank You!  

Certified Financial Group, Inc.