Certified Financial Planning

Not all certified financial planning is created equally. Let the professionals at PANDELIS P. CHRYSSOSTOMIDES FINANCIAL SERVICES, INC show you why we are considered one of the best in the Lancaster, CA area. As we tell our customers, “We offer an array of financial services to provide for all your financial needs.” 

Certified financial planning is a designation that sets individuals apart in the financial planning industry. This certification is earned only after taking a required classroom curriculum, passing an industry regulated examination, and actually working in the field. The field requires professionals to have a firm understanding of a number of financial planning tools. We have that expertise!

Many individuals hire our certified financial planning services for retirement planning. We will sit down with each client and use an assessment tool. This tool provides valuable information about an individual or family’s available resources. We also need to know what the retirement goals, dreams, objectives, and other factors are. All of this information plays a role in determining which retirement planning tool is perfect for the situation.

Certified financial planning provides objective information that can sometimes be uncomfortable to hear. For instance, if a couple comes into our office with dreams of traveling the world, but they do not have a realistic retirement financial plan in place, our experts will point out the shortcomings and can show the couple how they can sacrifice current spending to better achieve long-term goals. 

Certified financial planning can also help with life insurance, disability, long-term living, estate planning, philanthropy, and other areas our professionals can discuss in more detail. 

PANDELIS P. CHRYSSOSTOMIDES FINANCIAL SERVICES, INC wants to be your certified financial planning expert in the Lancaster, CA area. Call and discuss your needs soon!