Jim Worfolk, Author at Thrive Wealth Advisors

CFP^® stands for CERTIFIED FINANCIAL PLANNER^™, one of the highest credentials in financial planning. To earn it, advisors must complete extensive education, pass a rigorous exam, and commit to ongoing ethics requirements. CFP^® professionals are held to a fiduciary standard and must act in clients’ best interests. Our team holds the CFP^® designation, ensuring you receive advice from qualified professionals who meet the industry’s highest standards.

Jim Worfolk

Jim Worfolk

How can a financial advisor help with retirement planning?

What makes Thrive Wealth Advisors’ financial consultancy distinct?

Why is wealth management important as part of retirement planning?

What should I expect from a financial advisor when planning for retirement?

How often should I review my financial plan with my advisor?

What makes Thrive Wealth Advisors different from other financial advisors who work with government employees?

Do you specialize in federal employee benefits?

What does "fee-based" mean?

What areas does Thrive Wealth Advisors serve?

Is Thrive Wealth Advisors a fiduciary?

Do you offer free consultations?

What is a CFP^® and why does it matter?

How much does it cost to work with Thrive?

Do you help with military retirement planning?

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Jim Worfolk

Jim Worfolk

How can a financial advisor help with retirement planning?

What makes Thrive Wealth Advisors’ financial consultancy distinct?

Why is wealth management important as part of retirement planning?

What should I expect from a financial advisor when planning for retirement?

How often should I review my financial plan with my advisor?

What makes Thrive Wealth Advisors different from other financial advisors who work with government employees?

Do you specialize in federal employee benefits?

What does "fee-based" mean?

What areas does Thrive Wealth Advisors serve?

Is Thrive Wealth Advisors a fiduciary?

Do you offer free consultations?

What is a CFP® and why does it matter?

How much does it cost to work with Thrive?

Do you help with military retirement planning?

client login

call

email

facebook

twitter

linkedin

What is a CFP^® and why does it matter?