CFP - Certified Financial Planner

Widely considered the standard of excellence for financial planners, the CFP designation demonstrates extensive training and expertise in comprehensive financial planning. This extensive training enables advisors to help you achieve your financial goals through personalized and strategic advice.

CLU - Chartered Life Underwriter

The CLU designation indicates in-depth knowledge in life insurance and estate planning, allowing them to provide specialized advice to help you and your business effectively manage risk and secure your financial future.

ChFC - Chartered Financial Consultant

The ChFC designation is earned through a series of nine financial courses and practical experience on topics such as estate planning, employee benefits, and income tax planning that enables an advisor to provide comprehensive advice for complex situations.  

RICP - Retirement Income Certified Planner

RICPs help retirees and near-retirees use the assets they have accumulated for retirement sustainably. They specialize in creating distribution plans that allow retirees to live comfortably within a realistic budget and not run out of money prematurely.

CASL - Chartered Advisor for Senior Living

A CASL certification shows advanced experience in helping individuals who are middle-aged and older achieve and preserve financial security through wealth management, wealth preservation, and wealth transfer planning. They have a deep understanding of long-term care financing, estate planning, and more.

CLTC - Certified Long-Term Care

This designation indicates an advisor has the knowledge and expertise to help clients plan for and manage long-term care needs, including selecting appropriate insurance products and creating comprehensive planning.