CERTIFIED ADVISORY CORP
ALTAMONTE SPRINGS, FLORIDA

LET US HELP GUIDE YOU THROUGH LIFE’S JOURNEY...TOWARD FINANCIAL PEACE OF MIND HOW CAN WE HELP YOU? The Firm , professionals at Certified Financial Group have delivered retirement planning and asset management, providing peace of mind to countless families across the country for a fee. CFG is one of the oldest and largest independent financial planning firms in Central Florida. have more than 300 years of combined experience. Each is trained in all areas of financial planning to include investment planning, Social Security planning, retirement planning, estate planning, and 401(k) services. Their knowledge and experience helps to ensure clients receive a thorough, workable personal financial plan. As an independent firm not owned or controlled by a third party, we do not deal with “in house” or proprietary products. This structure gives our planners total freedom to provide financial solutions from a broad array of sources that work best for our clients. is offered through Certified Advisory Corp. In this capacity, our ™ professionals strive to recommend investment solutions based purely on their merit. Because advisory clients pay fees that are based on assets under management, we do not rely on commissions or incentive-based products. CFG’s roots date back to its start in Central Florida in 1976. Through its affiliated Registered Investment Advisor, Certified Advisory Corp,”CAC”, our professionals have delivered financial planning services to countless families across the country. We are one of the oldest and largest independent financial planning firms in the area, and our CFP® professionals have nearly 300 years of combined experience. Our CFP® professionals are trained in all areas of financial planning. We adhere to a formal code of ethics and continuing education requirements that far exceed the average financial professional, allowing us to provide the most comprehensive and up-to-date advice. Almost anyone can call themselves a financial planner, but only those who have fulfilled the rigorous certification and renewal requirements of the Certified Financial Planner Board of Standards, Inc. can use the CFP® designation. When it comes to managing your money, there’s a world of difference between a stockbroker and an investment advisory representative. One works for the firm. The other works for you. An investment advisory representative must serve as a fiduciary—a person legally required to act in your best interests. Our CFP® professionals, as investment advisory representatives, have been serving as fiduciaries for years. Along with the designations below, our firm’s independent status and fee approach allow us to focus exclusively on you. Our firm’s independent status allow our advisors to offer our services for a fee with superior accreditation. Additionally, our CFP® professionals have taken our Fiduciary Pledge: The investment advisory representative (advisor) of Certified Advisory Corp shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor. Certified Advisory Corp does not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product. Following the Fiduciary Pledge means that Certified Advisory Corp will: Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product. Awarded to firms that meet the highest standards of fiduciary excellence in their investment management, governance and operational processes, a distinction held by fewer than 1% of advisors nationally. Our team of CFP® professionals can help you work toward your goals. It’s never too late to start, and with CFG, you are never alone. Our goal is to help you find a path toward financial peace of mind – knowing where you stand financially, where you’re going, and what steps you need to take today to get there. Let one of our CFP® professionals help you develop the clarity and confidence you need to manage you assets, and take control of your finances for life, so you can start The Firm , professionals at Certified Financial Group have delivered retirement planning and asset management, providing peace of mind to countless families across the country for a fee. CFG is one of the oldest and largest independent financial planning firms in Central Florida. have more than 300 years of combined experience. Each is trained in all areas of financial planning to include investment planning, Social Security planning, retirement planning, estate planning, and 401(k) services. Their knowledge and experience helps to ensure clients receive a thorough, workable personal financial plan. As an independent firm not owned or controlled by a third party, we do not deal with “in house” or proprietary products. This structure gives our planners total freedom to provide financial solutions from a broad array of sources that work best for our clients. is offered through Certified Advisory Corp. In this capacity, our ™ professionals strive to recommend investment solutions based purely on their merit. Because advisory clients pay fees that are based on assets under management, we do not rely on commissions or incentive-based products. LET US HELP GUIDE YOU THROUGH LIFE’S JOURNEY...TOWARD FINANCIAL PEACE OF MIND HOW CAN WE HELP YOU? ™ professionals are here to help! Contact us today with your questions, or to schedule a no-obligation visit with one of our CFP® professionals. ™ professionals are here to help! Contact us today with your questions, or to schedule a no-obligation visit with one of our CFP® professionals.