Meet Our Team
Advanced Knowledge for Your Advanced Needs
We firmly believe there is a dire need to concentrate entirely on the complex and changing retirement income needs of individuals over age 50. That’s why we made a commitment to obtain the knowledge and credentials to best service your retirement planning needs in a holistic manner. Here’s how we can use our credentials to help address your financial needs now and for the long haul.
CASL® Chartered Advisor for Senior Living
The in-depth training required to earn this designation gives us the knowledge necessary to address the issues impacting clients who are over age 50 planning for retirement. We can advise you into and throughout your retirement income years.
AIF® Accredited Investment Fiduciary
It’s our duty as a fiduciary asset manager to work to avoid conflicts of interest and to remain free to act in the best interest of you and your family in all interactions.
ChFC® Chartered Financial Consultant
We have the knowledge to build a road map that can help you set financial goals and work hard to achieve them.
CLU® Chartered Life
We can use the knowledge gained through our CLU designation to help you protect your wealth and pass it on to your loved ones.
RICP® The Retirement Income Certified Professional
This designation will help us help you navigate through the complex and ever-changing retirement planning landscape.