David Haas, CFP®’s Post

View profile for David Haas, CFP®

Helping Clients Make Better Financial Decisions as President at Cereus Financial Advisors and creator of College Money Match. Also President-Elect of Financial Planning Association of NJ

𝙄𝙨 𝙨𝙚𝙩𝙩𝙞𝙣𝙜 𝙮𝙤𝙪𝙧𝙨𝙚𝙡𝙛 𝙪𝙥 𝙛𝙤𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙨𝙪𝙘𝙘𝙚𝙨𝙨 𝙥𝙖𝙧𝙩 𝙤𝙛 𝙮𝙤𝙪𝙧 𝙉𝙚𝙬 𝙔𝙚𝙖𝙧'𝙨 𝙍𝙚𝙨𝙤𝙡𝙪𝙩𝙞𝙤𝙣? Do you have significant financial goals such as buying a home, starting a business, or retiring? Financial planning begins by evaluating your whole financial picture and then outlining strategies that align with your individual needs and resources. You decide what your goals are, and Cereus Financial Advisors can help you meet them. Book a free consultation with our expert advisors today, to take the first step! cereusfinancial.com/ #financialplanning #financialadvisor #newyearsresolution

  • No alternative text description for this image

To view or add a comment, sign in

Explore topics