Wealth Management:

All of the elements below – alone – are pieces to your daily, annual and life-long plan.

However, when each element is integrated to work together, then you have a master-plan.

This is how we define Wealth Management.

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Tax Planning

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Legacy Planning

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Investment Planning

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Insurance Planning

Ask how we can help.

CFP md_flamedesign_blbk     Why a CFP®

Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care, a CFP® professional is required to act in your best interest.

The Four E's

EDUCATION

Unlike many financial advisors, CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP Board. Applicants may also satisfy the education requirement by submitting a transcript review or previous financial planning-related course work. Or, they can show that they have attained certain professional designations or academic degrees that cover the important subjects in CFP Board’s financial planning curriculum.

EXAMINATION

CFP® professionals must pass the comprehensive CFP® Certification Exam, which tests their abilities to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. This comprehensive exam ensures that a CFP® professional is highly qualified to develop a plan for your finances.

EXPERIENCE

CFP® professionals complete several years of experience related to delivering financial planning services to clients prior to earning the right to use the CFP® certification trademarks. This hands-on experience guarantees that CFP® professionals have practical financial planning knowledge, so you can count on them to help you create a realistic financial plan that fits your individual needs.

ETHICS

When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards, as outlined in CFP Board’s Standards of Professional Conduct. They are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary”—acting in the best interest of their financial planning clients. CFP® professionals are subject to CFP Board sanctions if they violate these standards.

Your ideas matter!

Let’s use them to weave a fabric for your foundation and design a plan just for you.

Darryl Dyche, CFP®

Wow - What a great idea!

Investment Planning                                                         Tax Planning

   Legacy Planning                                                    Insurance Planning

Investment Planning

Tax Planning

Insurance Planning

Legacy Planning

335 N. Jeff Davis Dr.
Fayetteville, GA 30214

Office 770.461.8191
Fax     866.428.0084

Investment advisory services offered through Dyche Wealth Management, Inc. A Georgia Registered Investment Advisor. Insurance products and services are offered through Compass Financial Services, Inc. Dyche Wealth Management, Inc. and Compass Financial Services, Inc. are affiliated companies.

Copyright 2015 – Dyche Wealth Management, Inc

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Dyche Wealth Management, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Georgia or where otherwise legally permitted.