As a CERTIFIED FINANCIAL PLANNER® professional, Jack and Tim Schannep are trained, tested, and certified to provide comprehensive financial planning services. At Retirement Wealth Partners we believe that each client, each family is unique. As a CFP® professional, Jack and Tim take a client-centric approach designed with a goal to address your specific situation and financial needs. We assess different risk management and tax savings tool while educating our clients on general financial fundaments and psychological habits.
Being a CERTIFIED FINANCIAL PLANNER® professional reflects that your financial advisor has met established standards in education, training, and experience. We understand that Personal finance is Personal, and we want to give you confidence in your finances.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your Fiduciary Planning Partners
The advisors at Retirement Wealth Partners deliver financial guidance to advisory clients with integrity and compassion at its heart. Reach out to learn how we can serve your needs.