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Your Ingham Wealth Management Team
Choosing a financial advisor is a serious decision. We understand that you may have concerns about professional competence, conflict of interest, ethics and value received for your hard-earned money. Be assured that Ingham Wealth Management has hand-picked a team of qualified professionals who are working to help you achieve your financial goals and to ensure the integrity of our company.
What Is A Financial Planner?
A financial planner is an investment professional who can assist you in creating strategies to meet your long-term financial objectives. A qualified financial planner will analyze your individual situation, goals, risk tolerance, and other factors before ever recommending a course of action. A qualified financial planner will address cash flow, tax planning, asset allocation, risk management, retirement and estate planning. The planner’s role is to help you maximize your net worth and realize your specific financial objectives.
A Word About Credentials
To use the CFP credential, the financial planner must successfully complete the CFP® Board’s comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board’s code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.
Speak to An Advisor
Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.