Collectively we boast the following licenses and designations as we represent you as a client.
Registrations:
Series 6 & 63: Mutual Funds, Variable Annuities
Series 65: Investment Advisor
Series 7: General Securities Representative
Designations from the American College of Financial Planning:
Certified Financial Planner (CFP®): The CFP® mark is one of the top certificates in financial planning available today. CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
A Chartered Life Underwriter® (CLU®): The CLU® designation is a financial professional with extensive knowledge of life insurance. In most states, a CLU® designation exempts you from pre-licensing education and underwriting certification requirements. This means a CLU® has obtained a level of life insurance expertise that exceeds basic life insurance underwriting requirements.
Chartered Financial Consultant (ChFC®). A ChFC® designation is an advanced financial planning designation with in-depth knowledge of key financial planning disciplines including: insurance, income taxation, retirement planning, investments, and estate planning.
Retirement Income Certified Professional (RICP®). A RICP® works with clients to:
Build a comprehensive retirement income plan that addresses income needs and other financial goals.
Choose the optimal retirement age.
Plan for the risks faced in retirements such as longevity, market volatility, inflation, tax planning, health care, wealth management of assets, and estate & legacy planning.
Make client-specific decisions about how to generate income from retirement assets.
Make claiming decisions that maximize Social Security benefits.