Our Expertise

You will be working with professionals equipped to guide you in achieving your financial and personal goals. Professionals who have worked to obtain the most respected academic designations in the field, including CERTIFIED FINANCIAL PLANNER™ professionals (CFP®), Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designees.

Many people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” CFP Board benefits the public by independently certifying financial planners. Although CFP Board does not guarantee their work, CFP® professionals have met rigorous qualifications for financial planning. Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.