Professional Designations:

In the increasingly complex world of financial services, you should seek out an advisor who has completed courses of study and professional certifications from highly regarded institutions. With rigorous ongoing continuing education requirements, the designations reflects the dedication of an adviser to their profession.

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. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

The ChFC® (Chartered Financial Consultant®) designation from The American College of Financial Services seeks to provide advanced planning for every person, every need.. With the ever-evolving American demographic, the ChFC® is a comprehensive educational program comprised of eight college-level courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies. 

The RICP® (Retirement Income Certified Professional) equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. The RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement. 

CPFA

The CPFA (Certified Plan Fiduciary Advisor) credential demonstrates the expertise required to act as a retirement plan fiduciary or help plan retirement plan fiduciaries manage their roles and responsibilities