Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Welch Financial Planning’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Welch Financial Planning, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

CERTIFIED FINANCIAL PLANNER® Professionals. 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. In addition to a Bachelor’s Degree, a CFP® professional must complete coursework, finish a capstone project, pass an examination and hold themselves to high ethical standards. To maintain the designation, a CERTIFIED FINANCIAL PLANNER® must complete annual continuing education requirements. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. Fi360 is accredited by the ANSI National Accreditation Board (ANAB) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA. AIF® Professionals must pass the AIF examination, meet the experience requirement, satisfy the code of ethics and conduct standards and pay annual dues.

Client Relationship Summary