Tiffany Haupert of Beacon Investment Services recently received a Certified Financial PlannerTM certification. The certification, granted by the Certified Financial Planner Board of Standards, arrives just as the early waves of the Baby Boomer generation begin to retire
“Considering the unique needs of this population,” Tiffany Haupert notes, “acquiring my CFP® certification was the obvious next step.”
Tiffany Haupert also notes that Baby Boomers are very concerned with how their retirement will take shape. They’re eager to enjoy their “golden years,” and many are engaging the help of professional advisors that are able to address the “big picture” in regards to their financial planning. Insurance, long-term financial security and long-term health care are all important topics. The requirements for a CFP® professional – based on education, examination, experience and ethics – all help build a comprehensive approach to financial planning.
Tiffany believes that her clientele are also seeking the type of personalized service that comes naturally for Beacon Investment Services.“That’s the benefit of being located in a credit union – we understand that great service extends beyond a friendly greeting at the door,” Tiffany said. “It also involves being a true partner – looking at their complete financial picture and helping them reach their personal and financial goals… comfortably.
For Baby Boomers, Tiffany Haupert believes this value can be realized through comprehensive financial planning. “They want a sense of security – to know that their income will last their lifetime,” continues Tiffany. “They also want to have something to pass on to their children and grandchildren. As a CFP® professional, I’m prepared to help them meet those goals.”
Visit the Beacon Investment Services page for more information or to schedule an appointment.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.The Certified Financial PlannerTM trademark and CFP® registered trademark are not affiliated with CUNA Brokerage Services, Inc.