Working With Us

We believe in ongoing education which is why we and our planning partners maintain professional designations including:

  • Chartered Financial Analyst (CFA®) - The CFA charter is a globally recognized credential issued by the CFA Institute. The CFA designation is known for demonstrating superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice.

  • CERTIFIED FINANCIAL PLANNER™ certification is the standard for 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.

  • Wealth Management Certified Professional (WMCP®): The WMCP® designation is awarded to financial advisors who have successfully completed the comprehensive certification process. WMCP®s are held to standards of excellence and must adhere to a strict code of ethics. They must also demonstrate their expertise in working with high-net-worth clients in areas like income tax, estate planning, investment management, and insurance.

  • Retirement Income Certified Professional (RICP®): Recipients of the RICP® have the skills to build sustainable and holistic retirement plans using a depth of knowledge that covers every strategy and income style. Key learning objectives of the program include: Strategies for Social Security claiming, Approaches to contain healthcare and long-term care costs, Tools for estate and legacy planning, and Solutions for retirement plan savings

  • Certification for Long-Term Care (CLTC®): The CLTC® focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances.

Retirement planning

We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.

Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

Estate planning

We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.