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Traditional financial planning is flawed. "Advisors" recommend what their companies tell them to push, and what generates the highest paydays for them and their companies. They do not explore more than insurance, the stock market, or annuities (yuck).Â
We have learned for over a decade from OUR wealthiest clients that there is an entire world of investing open to accredited investors, much more than what is being offered at 99% of "firms" out there.Â
The grass IS greener on the other side. By focusing on education in these areas, we help empower you to decide the path forward while introducing you to concepts that potentially could save you hundreds of thousands in taxes yearly.Â
We are highly credentialed - here are just a few of ours and what they mean...
A Chartered Financial Consultant is a professional title earned after successfully completing an extensive program encompassing financial education, exams, and practical experience. Conferred by the American College, this designation requires the completion of seven mandatory courses and two elective courses. Individuals with this designation are recognized for their expertise in financial matters and their capacity to offer well-informed advice.
The Chartered Life Underwriter (CLU) designation is specifically designed for those looking to specialize in life insurance and estate planning.
Regarded as the gold standard in the field, the Chartered Life Underwriter (CLU) is highly esteemed for its expertise in life insurance and insurance planning. Many individuals holding the Certified Financial Planner (CFP) designation choose to complement their credentials by adding CLU, showcasing additional subject-matter proficiency. Attaining this designation involves successfully completing a series of courses and examinations.
A Retirement Income Certified Professional (RICP) is a financial expert specializing in retirement income planning. The RICP designation is awarded to financial professionals who successfully complete the retirement income professionals' program. Once certified, RICPs provide guidance to retirees and those nearing retirement on optimizing the use of their accumulated assets. Their aim is to help individuals live comfortably within a realistic budget and avoid prematurely running out of retirement funds.