Our Qualifications

 

We have an outstanding team of specialists. We are eager to help serve and support you. For example, we have professionals with the following designations:

 


  • Certified Financial Planner (CFP®)
  • Chartered Special Needs Consultant (ChSNC®)
  • Certified Long Term Care Specialist (CLTC®)
  • Certified Family Business Specialist (CFBS®)
  • Certified Financial Educator (CFeD®)