A COMPREHENSIVE FINANCIAL PLAN TO ADDRESS YOUR CHANGING NEEDS
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 - Chartered Financial Consultant® (ChFC®) and Retirement Income Certified Professional® (RICP®)
CHARTERED FINANCIAL CONSULTANT® (CHFC®)
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®)
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.