Our Designations

What do all the initials after your names mean? What is in it for me?

 

There are many financial advisors to choose from. When deciding on who you can trust to help you manage your financial life, you want to be sure that the individual has the knowledge and experience to help you achieve your goals and to act in your best interest. 

We have made a commitment in our practice to pursue and obtain these credentials to best service your retirement planning needs for you and your loved ones in a holistic manner.  Learn how these credentials benefit you and address your financial needs now and for the long haul. 

 

AIF®   Accredited Investment Fiduciary

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Deciding on who you can trust to help manage your life’s savings and financial life is important decision. Many financial professionals subscribe to keeping your interest above their own, but the AIF® designation holds Peter to the highest level of care.  It’s Peter’s duty as a fiduciary to work to avoid conflicts of interest and to remain free to act in the best interest of you and your family in all interactions.

Advisors who have earned the Accredited Investment Fiduciary® designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF® designation. To learn more about the benefits of an AIF® click here: AIF A Matter of Trust

 

 

ChFC®  Chartered Financial Consultant

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Reaching goals is easier with a plan. The same holds true for financial goals.  Navigating through competing priorities and staying on track is more likely to be accomplished with a roadmap. Peter has the background, knowledge and years of experience to organize and assess your total financial situation and provide you with a customized plan to reach your financial goals. The Chartered Financial Consultant® designation is one of the most robust and respected credentials for financial planning professionals.  To earn the Chartered Financial Consultant designation, advisors must complete experience, course work, and ethics requirements. 

 

 

CLU®  Chartered Life Underwriter

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You have worked hard for your money. Protecting you and your financial future to accommodate the unexpected along the way makes great financial sense. Peter is able to leverage the knowledge gained through his CLU designation and customize a financial plan that factors in the preservation of assets and protection of wealth for you and your loved ones.  

The Chartered Life Underwriter Designation® is the highest-level designation available in the life insurance profession, and is obtained by completing insurance planning course work that focuses on the financial planning needs of clients.  Chartered Life Underwriters have completed advanced courses and exams in regard to insurance, investments, taxation, employee benefits, estate planning, accounting, management and economics.  

 

 

CASL®  Chartered Advisor for Senior Living

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Navigating through the complex issues and everchanging regulations impacting seniors and those planning on retirement can be cumbersome.   As such, Peter has acquired the CASL® credential which provides advisors with in-depth training on issues impacting seniors and those planning for retirement. He has the knowledge necessary to address the ever changing and complex needs of the over age 50 clients and is prepared to advise clients into and throughout their retirement income years.


 

CRPC®  Chartered Retirement Planning Counselor

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Maintaining financial security and independence during retirement is among the biggest concerns for baby boomers. As the years spent in retirement outpaces the earning years, determining the investment mix to meet your future lifestyle needs and when you can retire become increasingly complex. The CRPC® designation is especially relevant as one of the nation’s premier retirement planning credentials. Together our team can navigate through these complex issues and define a “road map to retirement” by focusing on your pre-and post-retirement needs, as well as issues related to asset management and estate planning.

 

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