Our Certifications

What it is: The Certified Financial Planner (CFP®) certification is widely considered the gold standard for financial planning professionals. It is granted by the Certified Financial Planner Board of Standards. It identifies professionals who have met rigorous standards in 72 specific areas and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

What it means to you: We understand that a strong financial foundation starts with a strong financial plan — and we are up to the challenge of creating the plan that is right for you. We will uphold the strongest standards and ethics along the way.

What it is: The Chartered Financial Consultant (ChFC®) designation is granted by the American College of Financial Services following successful completion of eight courses and a final exam. Those who have earned the ChFC have a deeper understanding of a broad range of financial topics, including financial planning, tax strategies, insurance needs and estate planning.

What it means to you: We have deep financial planning knowledge and can help you in many specific areas of your financial lives — before, during and after retirement.  

What it is: The Chartered Life Underwriter (CLU®) designation represents individuals who specialize in life insurance and estate planning. It is granted by the American College of Financial Services and is considered the gold standard designation for life insurance.

What it means to you: We can offer knowledgeable and ethical advice regarding your life insurance and annuity choices.

What it is: The Certified Estate Planner (CEP) designation represents the completion of focused study of estate planning topics. It is granted by the National Institute of Certified  Estate Planners.

What it means to you: We can provide knowledgeable and ethical advice regarding estate planning and refer you to estate planning lawyers who maintain the same high standards.