Your Trusted
Financial Guide
At Minsky Financial Group, we’re here to help you feel confident about your money, both today and down the road. Our goal is simple: to make a positive difference in your life by being a trusted guide whenever you need to make important financial decisions.
Think of us as your financial advocate. We’ll cut through the noise, give you clear, straightforward advice, and create a hands-on plan that truly helps to support your goals and values. Since we work as fiduciaries, you can feel good knowing every recommendation we make when managing your assets is rooted in what’s best for you; not us.
At the end of the day, our goal is for you to feel secure about your future so you can focus on what matters most: enjoying life right now.
The CFP® Difference
When you work with a CFP®, you can rest assured that your best interests are being put above all else. We have a legal and moral obligation to act as a fiduciary–which means that everything we do is held to a high standard ethically and professionally. CFP® professionals undergo rigorous training to ensure their financial planning knowledge, skills, and experience exceed industry standards.
Code of Ethics
A CFP® professional must:
- Act with honesty, integrity, competence, and diligence.
- Act in the client’s best interests.
- Exercise due care.
- Avoid or disclose and manage conflicts of interest.
- Maintain confidentiality and protect the privacy
of client information. - Act in a manner that reflects positively on the financial planning profession and CFP® certification.
Principal Knowledge Topics
The educational curriculum includes 72 Principal Knowledge Topics under the categories below, as well as a comprehensive financial planning capstone course.
- Investment planning
- Tax planning
- Retirement planning
- Estate planning
- Insurance planning
- Financial management
- Education planning