The Docklight Financial Difference

Docklight Team

Our relationship will extend beyond numbers to understand you as an individual. Getting to know you, your financial picture and what's most important in your life is our top priority.

Together, we chart a unique course to help you arrive at the financial future of your dreams. With a coordinated, comprehensive financial plan, you can successfully weather unexpected storms and move confidently toward your financial goals.

Our Approach

Approach

Professional Designations

To be the best advisor for our clients, we must continually seek knowledge and hone our craft. We commit to taking time to stay up to date with planning techniques and advance our knowledge base by achieving advanced planning designations. Below is an example of that.

  • CFP® - The 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.
  • ChFC® (Chartered Financial Consultant) The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and requires more courses than any other financial planning credential. ChFC® provides training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.
  • CLU® (Chartered Life Underwriter) The CLU® designation is one of the oldest and most respected credentials in financial services. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.
  • CASL® (Chartered Advisor for Senior Living) CASL® is a rigorous credential in the senior and retirement planning space, with a curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement.
  • RICP® (Retirement Income Certified Professional) An RICP® designee is trained to understand how to structure effective retirement income plans, mitigate risks to the plan, and create a sustainable income stream to last throughout a client’s retirement years.
  • WMCP® (Wealth Management Certified Professional) The WMCP® credential uses contemporary investment management, portfolio management, and financial planning strategies to bring a new level of value in managing money and providing sound financial advice to clients.