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8117 Preston Road | Suite 700 | Dallas, Texas 75225 |
Phone: (214) 691-6090 | 1-800-668-1283 | Fax: (214) 691-7240
The information in this brochure is provided as a public service by Certified Financial Planner Board of Standards Inc. (CFP Board). A nonprofit,
professional regulatory organization, CFP Board fosters professional standards in personal financial planning so that the public values, has access
to and benefits from competent and ethical financial planning.
The U.S. Securities and Exchange Commission’s Office of Investor Education and Assistance has reviewed this publication. The SEC does not endorse
the commercial activities, products or members of this or any other private organization.
It’s your future. Plan it!SM is a service mark owned by Certified Financial Planner Board of Standards Inc.
This publication may be reprinted for educational and nonprofit purposes only.
Certified Financial Planner Board of Standards, Inc.
1670 Broadway, Suite 600, Denver, Colorado 80202-4809
Consumer Toll-free Number: 888-CFP-MARK (888-237-6275)
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