Partnership Announcement! We are honored to announce that Daran Tucker, LPL Investment Advisor Representative, CFP®, ChFC® has accepted partnership at Financial Planning Resources.
For the past 40 years, Financial Planning Resources has prided itself by striving to deliver the best service, best advice and use the best investment tools for our clients. In turn, our wonderful clients have referred us to their friends, family, co-workers and neighbors. Together, we have grown significantly making our firm now one of the largest in the state with plans to continue growing with wonderful clients. Our firm has doubled in size over the last 5 years and Daran has been an integral part of this growth. With the Certified Financial Planning (CFP®) and Chartered Financial Consultant (ChFC®) designations, Daran brings a wealth of knowledge and expertise to our firm. His dedication to helping our clients achieve their financial goals is unwavering.
Our firm has a long-standing reputation for providing exceptional service and personalized advice to our clients. As we continue to grow and expand, Daran will play a key role in ensuring that we maintain our commitment to ethical, transparent, and superior financial planning and investment management.
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
Financial Planning Resources, Inc. and LPL are separate and unrelated companies.
Financial Planning Resources is honored to announce that Stacey Richards, LPL Investment Advisor Representative, has earned her Chartered Financial Consultant® (ChFC®) designation from the American College of Financial Services.Candidates for the ChFC® designation must complete a minimum of nine courses and 18 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements.The ChFC® program prepares professionals to meet the advanced financial needs of individuals, families and small-business owners. ChFCs can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to achieve those goals.Individuals who earn a ChFC® can provide expert advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.
Financial Planning Resources is honored to announce that Daran Tucker, LPL Investment Advisor Representative, ChFC has passed the CFP® board exam and is now a CERTIFIED FINANCIAL PLANNER™. The CFP® certification has been the standard of excellence for financial planners. CFP professionals have met extensive training and experience requirements and commit to CFP Board’s ethical standards that require them to put their clients’ interests first.
CFP® professionals take a holistic, personalized approach to bring all the pieces of a client’s financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client.
James K. “Skip” Nichols, with the support of the team at Financial Planning Resources, is honored to announce that he has been recognized in the top 1% out of 17,400 LPL Financial advisors and program managers. He has achieved the level of Executive Council. This honor is awarded to less than 1% of LPL advisors.The award is given annually based on the amount of assets under management that our firm helps our clients accumulate.