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LATEST ACCREDITATIONS AND ACCOMPLISHMENTS
We feature professionals who have met the experience, education, ethics, and examination requirements of the following organizations:
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We feature a CFP® Professional who has met the experience, education, ethics, and examination requirements of the CFP® Board of Standards.
We have a Certified Public Accountant on staff in an effort to reduce client taxes and provide creative tax planning ideas.
The Accredited Investment Fiduciary® (AIF®) designation focuses on placing the consumers best interest ahead of all else. For these reasons, the AIF® was named one of the "Ten Most Wanted" designations in the investment industry by Financial Planning magazine.
The Chartered Financial Analyst® (CFA®) designation is the "gold standard" of acquired academic investment knowledge. It is critical that any advisory firm that professes to have expertise in the area of selecting individual securities employ a CFA. |
HIGHER STANDARDS
We are independent and take no commissions or referral fees. We are a member of the National Association of Personal Financial Advisors (NAPFA). NAPFA requires a fee-only, full disclosure, fiduciary method of working with investors.
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