You have worked hard to save and grow your retirement assets and the closer you get to retirement the more important those assets become to securing the retirement you have dreamed and worked so hard for. If you need any Financial guidance on Estate Planning, Social Security, Annuities, Retirement, Taxable income, Deductions, Insurance.
Can you afford to lose any of those dollars either before or during your retirement? A loss of 20, 30 or 50% could mean the difference between a comfortable retirement and one where you struggle to make ends meet.
We have already seen two large downturns like this over the past 16 years and we anticipate another just around the corner.
What if you could guarantee your retirement income, have it grow and never lose it when the market declines?
We are trained and experienced doing financial planning and retirement financial planning for individuals and couples. We can show you how to do this and have enough money to last the rest of your life.
Master of Science in Financial Services® (MSFS)
This education provided the designee with the tools needed to analyze, plan and implement integrated financial and life strategies for affluent couples and individuals.
Chartered Financial Consultant® (ChFC)
A series of eight rigorous exams from The American College in Bryn Mawr, Pennsylvania are required. The ChFC is recognized as the most extensive financial planning credential in the industry.
Chartered Life Underwriter® (CLU®)
This is the world’s most respected designation of insurance expertise, and is a must-have designation when working with estate distribution planning, business succession planning, and funding estate tax liabilities.
Retirement Income Certified Professional® (RICP)
The RICP educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. These courses help advisors master retirement income planning, a key focus area not fully covered in other professional designation programs.
Master Certified Estate Planner® (MCEP®)
Provided from the National Institue of Certified Estate Planners (NICEP).
Among other issues, this advanced course teaches the estate planning professional on assisting the client through the settlement process and the ultimate transfer of wealth to the next generation(s). It also addresses the pitfalls and nuances of asset protection for those whose wealth and assets are exposed to higher risk. Problematic family dynamics, the use of sophisticated trusts, and business entities are also explored.
Certified Estate Planner® (CEP®)
Provided from the National Institue of Certified Estate Planners (NICEP).
Fundamental estate planning basics from Wills, Trust, POA's, Medical Directives, QTIPS, Irrevocable and Revocable Trust, and more.
Certified Social Security Claiming Strategies® (CSSCS)
Proviced by the Corporation for Social Security Claiming Strategies
The only comprehensive retirement training in the financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement.
