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
Who We Are
- Passion We act and work with passion for the wellbeing, happiness and financial success of our clients
- Specialized Knowledge We relentlessly develop our expertise as it relates to the needs of our clientele
- Superior Client Service We treat clients as part of our family and provide sincere and reliable teamwork for them
- Communication We provide clear, concise and consistent communication to our clientele. We believe in being radically transparent and honest with our clients