Our Expertise


Financial planning often presents a winding, ever-changing path. Many of our long-standing clients have experienced similar concerns, hopes, and challenges as yours. We will help you worry less and gain confidence upon financial flexibility by developing your plan with ideas, investments, and insurance.

You will work with professionals equipped with trusted knowledge to guide you in accomplishing your financial goals and dreams. Our team prides itself on integrous relationships, comprehensive planning and continuous improvement by obtaining the most respected academic designations in the field authorized by The American College of Financial Services, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), and Chartered Advisor in Philanthropy (CAP®) designees.

Certified Financial Planner™ (CFP®)

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.

Chartered Financial Consultant® (ChFC®)
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Advanced financial planning for every person and every need, because you deserve a plan tailored to your specific priorities and goals.

The Chartered Financial Consultant® (ChFC®) certification addresses more challenging areas beyond the essentials of financial planning, such as behavioral finance, financial planning for families with special needs dependents, small business planning, financial planning for LGBT clients, financial planning for divorce, and more.

Retirement Income Certified Professional® (RICP®)
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A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s our responsibility to provide clients with the guidance needed to make fruitful decisions that can support you and your families in the long run.

Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.

Chartered Life Underwriter® (CLU®)
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The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

Chartered Advisor in Philanthropy (CAP®)
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The Chartered Advisor in Philanthropy® (CAP®) provides the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society via legacy planning. The cross-disciplinary curriculum spans and synthesizes the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family dynamics, psychology, and strategic philanthropy. With the CAP® designation, advisors can integrate charitable planning with the donor or client’s overall estate and business plan and help them achieve a positive impact for themselves, heirs and their community.

Chartered Special Needs Consultant® (ChSNC®)
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The Chartered Special Needs Consultant® (ChSNC®) is an online, self-study program designed for experienced financial advisors who want to make a real difference in the lives of people with disabilities or special needs. Augment your current financial planning and interpersonal skills with specialized knowledge focused on special needs planning, including special needs trusts and helping parents and caregivers plan for immediate and long term care, as well as wisely and compassionately guiding families through complex financial decisions like estate planning, beneficiary status, and eligibility for government benefits like Social Security so they and their loved ones can have the peace of mind they deserve.