Financial Planning
TAKE COMMAND OF YOUR FINANCIAL FUTURE!
Command Wealth Management’s business philosophy is based on honesty, transparency, & trust. We expect our team to earn your confidence through collaboration, which empowers you to make informed decisions based on your unique situation. We strongly believe that unlocking your financial potential starts with a CERTIFIED FINANCIAL PROFESSIONAL™.
Your Interests Should Come First
At Command Wealth Management, we can help you find the path to achieving your financial goals. Your goals may evolve over the years as a result of shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone who has committed to CFP Board, as part of their certification, that they will act as a fiduciary, and therefore, act in their client’s best interests, at all times when providing financial advice to a client. CFP Board doesn’t guarantee a CFP® professional’s services, but CFP Board may sanction a CFP® professional who does not abide by this commitment.
What is A CFP®?
A CFP® like Keith Tatlock, has gone through extensive training and passed a comprehensive CFP® Certification Exam before beginning advisement. Education, combined with years of experience makes our CERTIFIED FINANCIAL PROFESSIONALS™ the perfect partner for your financial planning. You will establish a one-on-one relationship with your financial professional, ensuring a tailored planning experience that caters to your needs and specific goals
CFP® specializes in several advisement areas including:
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Financial Management
- Education Planning
- Risk Management & Insurance Planning
CFP® specializes in several advisement areas including:
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Financial Management
- Education Planning
- Risk Management & Insurance Planning
Learn more about why you should choose a CFP® as your financial planner!
Are You on Track to Achieve Your Financial Goals?
At Command Wealth Management our priority is to protect and grow your wealth, and since we are independent, we work for you, not insurance or investment corporations. We are dedicated to helping you protect and grow your financial investments through innovative strategies which strive to meet your objectives and goals.
With honesty and respect, we hope to create long-lasting relationships you can depend on and feel confident in.
