Liebe-Thompson, LLC

Financial Planning Resource Kit Request

 
Click here to open the request form  and in the comment box write "Kit".  Then complete the contact information to recieve your Free Financial Planning Resource Kit.
 
The Financial Planning Resource Kit is a wonderful tool to help consumers understand the value of the financial planning process.  Included are guides such as "10 Questions to Ask When Choosing a Financial Planner", "What You Should Know About Financial Planning", "Why You Should Choose a Certified Financial Planner (TM) Practitioner" and "Your Rights as a Financial Planning Client".
 
This kit is put out by the Certified Financial Planner Board of Standards, Inc. which is the regulatory organization that fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning.  The CFP Board regulates financial planners by authorizing individuals who meet its certification requirements to use the CFP marks.
 
Visit their website at  www.CFP.net .
Thursday, September 9, 2010


Liebe-Thompson, LLC is a Registered Investment Advisor Licensed in the state of Washington.  Our current Form ADVII, detailing our fees, business services, operating and privacy policies, is available to active and prospective Liebe-Thompson, LLC clients on the Forms page of this website or by calling our office, 509-591-0100.

 

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