Certified Financial Planner Board of Standards Inc.
10/06/2025 | Press release | Archived content
The 7 Immutable Secrets to Finding the BEST Financial Planner for Unshakeable Retirement Security
When seeking a financial planner for guidance on retirement security, key requirements include fee-only fiduciary status and expertise in withdrawal strategies and tax-efficient distribution planning. While CFP® certification signals expertise, an advisor may also hold more specialized retirement certifications.
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Certified Financial Planner Board of Standards Inc. published this content on October 06, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on October 28, 2025 at 20:27 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]