Licenses
Professional Designations
At least one of our advisors hold the following designations:
- Certified Financial PlannerTM Professional(CFP®)
- Certified Public Accountant (CPA)*
- Chartered Advisor for Senior Living® (CASL®)
- Retirement Income Certified Professional® (RICP®)
- Chartered Finacial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Certified Plan Fiduciary Advisor (CPFA®)
Securities
We are licensed to assist clients with investment accounts of all sizes and types. The advisors hold a combination of Series 7, 9/10, 63, 65, 66, and/or 24. At least one of our advisors has maintained a securities license in the following states: AZ, CA, CO, GA, HI, KY, ID, IN, FL, MI, MT, MS, NV, NM, OR, OH, UT, VA, WA, WI,
Insurance
We are licensed to assist clients with life insurance, disability insurance, long-term care insurance, and accident and health insurance. At least one of our advisors has maintained a securities license in the following states: AZ, AL, CA, FL, HI, ID, ME, NC, NM, NV, NY, TX, VA, UT, WI
*We do not provide tax or legal advice. Consult your own personal attorney legal or tax counsel for your advice on specific legal and tax matters.