Collegeville, Pennsylvania Location
Schedule a Meeting With Frank Passmore or Call 770-355-9686
Collegeville, Pennsylvania
409 2nd Ave Suite 304, Collegeville, PA 19426
Office: 770-355-9686
Cell: 561-629-7820
PassmoreCEP@Bellsouth.net
We’ll Plan for the Whole Journey, Together.
The Certified Planners Group, LLC Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Find a Certified Planners Group, LLC Location
The place to build your future is right down the road.
Jupiter, Florida
601 Heritage Dr, Suite 444
Jupiter, Fl 33458
Office: 770-355-9686
Cell: 561-329-2650
PassmoreCEP@Bellsouth.net
Collegeville, Pennsylvania
409 2nd Ave, Suite 304
Collegeville, PA 19426
Office: 770-355-9686
Cell: 561-329-2650
PassmoreCEP@Bellsouth.net
Warrington, Pennsylvania
1243 Easton Road
Warrington, PA 18976
Office: 770-355-9686
Cell: 561-329-2650
PassmoreCEP@Bellsouth.net