(972) 702-8121

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Live for today, plan for tomorrow.

Over 25 Years of Service to Our Clients

Certified Financial Strategies is a Fee Only financial planning and investment management firm with offices in Dallas, TX and Santa Fe, NM.  We specialize in providing comprehensive financial planning to help our clients achieve their financial goals, which is the foundation for securing financial independence.

As a registered investment advisory firm, we are required to provide full disclosure of information for prospective clients on Form ADV Part 2

            

Contact

Certified Financial Strategies

Office: (972) 702-8121

Fax: (469) 726-3822

12700 Hillcrest Road

Ste. 210

Dallas, TX 75230

jason.edgerton@cfscorp.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2022 FMG Suite.

An adviser or IAR may only transact business in a state if it is first registered or excluded or exempt from registration and follow-up (individualized responses that involve the rendering of investment advice for compensation) will not be made unless the adviser and/or IAR is registered or exempt or excluded from registration.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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