The benefits of working with an experienced team
The financial services world continues to evolve. As we keep up with changing regulations and nuances within the industry, our team has sought opportunities to continually hone our expertise and learn more effective, efficient ways to serve your needs as our client.
By choosing to work with Lott & Partners, you’ll receive individualized service that’s fully backed by the knowledgeable guidance of renowned industry organizations and designations.
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In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Certified Financial Planner™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs – all while maintaining high levels of financial planning and professionalism.
CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.
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CIMA® professionals are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. When you work with a CIMA® certified investment consultant, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex your situation may be.
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The CRPC® designation is recognized as the industry-wide standard for retirement planning credentials. A Chartered Retirement Planning Counselor® is a financial services professional who has developed their retirement planning and advisory capabilities with a focus on client-centered problem-solving. Those who achieve this designation are equipped with in-depth knowledge of their client’s needs before, during and after retirement. The expertise obtained spans from the sources of retirement income and personal savings to income taxes, estate planning and more.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®, 
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.