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Why work with a CERTIFIED FINANCIAL PLANNER?

The CFP® certification requires:

  • The mastery of nearly 100 integrated financial planning topics
  • The completion of financial planning curriculum, approved by the CFP Board
  • The successful completion of the comprehensive CFP exam

The CFP program provides applied and integrated training to ensure the highest quality of care to clients. Whether it’s planning for retirement or dealing with life’s many surprises, CFPs® offer the knowledge and expertise to help you achieve your goals at every stage of your journey.

When you work with a CFP® professional, you’re working with someone who adheres to the highest fiduciary standards of financial planning. It’s our professional and ethical obligation to work in your best interest. To find out how this trusted service can help you, get in touch HERE

JHP Planning, LLC (“RIA Firm”) is a registered investment adviser located in Salt Lake City, UT. JHP Planning, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. JHP Planning, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of JHP Planning, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as JHP Planning, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by JHP Planning, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of JHP Planning, LLC, please contact the state securities regulators for those states in which JHP Planning, LLC maintains a registration filing. A copy of JHP Planning, LLC’s current written disclosure statement discussing JHP Planning, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from JHP Planning, LLC upon written request. JHP Planning, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to JHP Planning, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through JHP Planning, LLC and individually licensed and appointed insurance agents.