Jan
All of us here at Lincoln Tax Professionals want to congratulate Matt for completing and receiving his Certified Financial Planner™ designation at the end of 2021. It was a long, arduous journey for him and we’re very proud of him for completing it. So the next time you see his name with a CFP® at the end be sure to give him an “atta boy tiger!”
So now that he’s got it, what’s he going to do with it? I’m glad you asked. Later this summer, due to federal and state regulations around financial planning, we’ll be introducing our sibling company, Cadence Planning. We’ll have more information as we get closer to opening up that side of the business but we wanted to let our clients who are looking for more in depth financial planning know who we are. If you have questions about how we’ll operate financial planning, or just want to get on our client wait list, please feel free to reach out to us by phone or email.