Emeritus Partners with FPA®, a National Financial Planning Organization.
Emeritus Senior Living has partnered with The Financial Planning Association® (FPA®), a national organization of Certified Financial Planners.
The Financial Planning Association® is a leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA is the Heart of Financial Planning™. FPA has 98 chapters throughout the country representing more than 28,500 members involved in all facets of providing financial planning services including long-term care and retirement specialities.
A financial planner helps you:
- Set realistic financial and personal goals.
- Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan.
- Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths.
- Put your plan into action and monitor its progress.
- Stay on track to meet changing goals, personal circumstances, stages of your life, products, markets and tax laws.
As part of this partnership, Emeritus Senior Living will provide its residents with Financial Planning Perspectives articles to keep its seniors informed on time sensitive personal finance information, along with access to an "Ask a Planner" e-mail hotline where individuals can ask general financial questions and receive answers from FPA's financial planning experts. Additionally, Emeritus has integrated the FPA's PlannerSearch® to provide residents and prospective residents an easy way to connect with financial planners in their area. After an introduction, all fees are paid by the recipient of the service.
Click here to find a financial planner using FPA's PlannerSearch.
FPA's PlannerSearch is a unique tool that allows the public to find a financial planner who will deliver advice using an ethical, objective, cllient-centered process.
Why a CFP® Professional?
CFP® professionals are dedicated to using the financial planning process to serve the financial needs of individuals, families and businesses. Most CFP professionals have earned a four-year college degree in a finance-related field, and have completed a course of study in financial planning approved by CFP Board.
To earn the prestigious CFP® certification and remain certified as a CFP professional, individuals must meet four main requirements.
Certification Requirements
Examination
CERTIFIED FINANCIAL PLANNER™ Professionals must successfully complete CFP Board's comprehensive certification examination, which tests an individual's knowledge on various key aspects of financial planning.
Experience
CERTIFIED FINANCIAL PLANNER Professionals must acquire three years of financial planning-related experience before receiving the right to use the CFP certification marks.
Ethics
CERTIFIED FINANCIAL PLANNER Professionals must voluntarily ascribe to CFP Board's Code of Ethics and additional requirements as mandated. CFP practitioners who violate the code can be disciplined, including permanent loss of the right to use the CFP certification marks.
Education
CERTIFIED FINANCIAL PLANNER Professionals must complete 30 hours of continuing education every two years to stay current in financial planning knowledge, including ethics.
Compliance with these four areas informs you that an individual who holds the CFP certification mark is well prepared and qualified to give sound, professional advice.
CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
