Q & A
What do our Credential mean?
What do our Credential mean?
WMCP® - The Wealth Management Certified Professional. Learn more here: https://badges.theamericancollege.edu/b198c5d1-bd41-4534-95db-359773f9c73a#gs.eol1dg
CFP® - The Certified Financial Planner™. Learn more here: https://www.letsmakeaplan.org/how-to-choose-a-planner/why-choose-a-cfp-professional
ChFC® - The Chartered Financial Consultant. Learn more here: https://badges.theamericancollege.edu/7a1e411f-9be4-4dde-bd27-77d2828c7a07#gs.eolvci
LUTCF® - The Life Underwriter Training Council Fellow. Learn more here: https://www.kaplanfinancial.com/professional-development/fraternals/lutcf
FSCP® - The Financial Services Certified Professional. Learn more here: https://badges.theamericancollege.edu/5ccab64d-34be-41e2-9a5e-b9d587069aef#gs.eolszg
CLTC® - The Certification for Long-Term Care Professional. Learn more here: https://www.ltc-cltc.com/page/about-designation
CLU® - The Chartered Life Underwriter Professional. Learn more here: https://badges.theamericancollege.edu/6619e008-afd0-4ded-afa8-29d3196056d4#gs.eolo7y
How We Serve
We act and work with passion for the wellbeing, happiness and financial success of our clients
We relentlessly develop our expertise as it relates to the needs of our clientele
We treat clients as part of our family and provide sincere and reliable teamwork for them
We provide clear, concise and consistent communication to our clientele. We believe in being radically transparent and honest with our clients
