AtenNorth Financial Planning
financial services, brokers, planninginvestment services
We have a combined 35 years of industry experience. We are both CERTIFIED FINANCIAL PLANNER™ PROFESSIONALs. The CFP® designation comes with extensive training in financial planning, investments, insurance, and employee benefits, as well as required adherence to the CFP® Board's Standards of Professional Conduct, which are rigorously enforced. As CFP® professionals, we are required to uphold our certification through continuing education.
- Retirement Income Planning
- Financial Planning
- Life Insurance Planning