You’re in Excellent Hands.
Our team’s designations and commitment to continuing education enables us to provide a premier planning experience for clients with diverse and sophisticated needs.
CFP® - Certified Financial Planner
What It Is:
The CFP® designation is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement, certified by the CFP® Board of Standards, Inc.
What it Means: The CFP® designation is widely considered the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP® Board’s code of ethics and fiduciary standards to always put their clients' interests first. Read the code of ethics here.
What it Requires: The CFP® designation is one of the toughest to earn in this industry. It typically requires more than 6,000 hours of experience and 250 hours of study, and on average takes 12-18 months to complete. Only 29% of financial advisors are CFP® professionals.
RICP®- Retirement Income Certified Professional
What it is: The RICP® designation is a formal recognition of specialized expertise in retirement income planning.
What it Means: An RICP® has the deep, specialized expertise to help retirees and near-retirees use the assets they have accumulated for retirement sustainably. They have extensive knowledge on utilizing social security, creating financial action plans for long-term care and health-care needs, securing housing and planning for income taxes, legacies, and distributions, among other retirement essentials.
What it Requires: Earning this designation requires 3 years of experience, over 180 hours of study, and on average takes one year to complete. Only 7.5% of financial advisors have earned the RICP® designation.
CLU® - Certified Life Underwriter
What it is: The CLU® designation is a formal recognition of expertise in and extensive applied knowledge of life insurance and estate planning.
What it Means: The CLU® designation is widely considered to be the most respected insurance designation in the industry. A CLU® advisor has in-depth knowledge of life insurance underwriting concepts and law within the context of overall risk management. It also provides the necessary knowledge to help address clients’ estate planning needs and the life insurance underwriting needs of business owners and professionals.
What it Requires: Earning this designation typically requires 3 years of experience, 400 hours of study, and can take 15-24 months to complete.