What It Takes to Become a Certified Financial Planner™

I first started working on earning the CFP® designation about a month after I joined HFG Trust in October of 2018. Not only is the CFP® coursework extensive, it also requires that the individual conduct business in a fiduciary capacity. I was drawn to the fact that the certification itself requires you to put the interests of the client ahead of your own. It was difficult. But after everything is all said and done, I am better for it and more prepared to provide our clients with the service they deserve.

How Much to Save for Retirement

How much should I be saving in order to stay on track for retirement?

This is one of the most common questions that I receive on a day-to-day basis; and with a simple Google search, you can find many different answers.