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Our Expertise

A COMPREHENSIVE FINANCIAL PLAN TO ADDRESS YOUR EVERY CHANGING NEEDS

Financial planning is not a one sized fits all deal. Many of our long term clients have faced similar concerns, and challenges as your own. Our team will help you gain confidence in your plan so you can worry less about about what is ahead.

You will work with our team of professionals equipped with exceptional knowledge to guide you in accomplishing your financial dreams. Our team prides itself on working with people to help them Discover, Define, and Achieve their unique financial goals and we do this through our continuous improvement and designations from the American College of Financial Services. Take a look at some of the designations our team members hold.

Certified Financial Planner CFP

CERTIFIED FINANCIAL PLANNER CFP

The right financial planner will be well adverse in the many differentareas that make up your unique situation.

The Certified Financial Planner certification addresses the fundamentals of Insurance and Income Taxation, Estate Planning, Investments, Personal Planning.

RCIP

RETIREMENT INCOME CERTIFIED PROFESSIONAL RCIP

A properly planned retirement can be the difference between 10 moreyears in the office, or 10 mean years on the beach.

Only offered through The American Collage, the Retirement Income Certified Professional designation involves more in-depth knowledge of the full retirement process.

WMCP

WEALTH MANAGEMENT CERTIFIED PROFESSIONAL WMCP

A deepened understanding on the value of a goal-based planning framework that emphasizes the impacts on people and portfolios.

The Wealth Management Certified Professional certification emphasizes goal based planning and how it strengthens a clients portfolio.

Chartered Financial Consultant logo

CHARTERED FINANCIAL CONSULTANT ChFC

The Chartered Financial Consultant certification addresses the morechallenging areas beyond the fundamentals of financial planning. Theseareas include behavioral financial, financial planning for families withspecial need dependents, small business planning, divorce, and planningfor LGBT clients.

Chartered Life Underwriter logo

CHARTERED LIFE UNDERWRITER CLU

Life insurance is a vital part for a holistic financial plan for not onlyindividuals, but for businesses too.

The Chartered Life Underwriter certification gives advisors advisors thepractical, legal and ethical aspects of life insurance and how it can beused to strengthen generational wealth and protect the ones you love.