Broker Check


Why designations matter

What does the “alphabet soup” after an advisor’s name mean? It means your advisor has taken the time to expand their education to better serve you and is committed to following higher standards of care.

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Held to a higher standard of excellence in planning.

  • Acts with honesty, integrity, competence & diligence
  • Acts in the client’s best interest
  • Discloses and minimizes conflicts of interest
  • Protects client privacy
  • Stays current with continuing education

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A specialist in retirement income planning.

  • Certified to build plans for someone at or near retirement
  • Studied comprehensive retirement planning under top industry professionals and academics

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An investment in knowledge pays the best interest

Benjamin Franklin