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Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
Disclosures
Securities and Advisor Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Financial Planning Services offered through Meredith Dekker Financial Services, LLC, a Registered Investment Advisor dba Dekker Financial Services, LLC. Silver Oak Securities, Inc., Meredith Dekker Financial Services, LLC and Dekker Financial Services, LLC are separate entities.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.