We believe education is invaluable to making sound financial decisions – both for you, the investor, and for us as your advisor. As we keep up with the evolving regulations and nuances of the financial services industry, we have sought out opportunities to continually hone our expertise and learn new and better ways to serve your needs. When you work with us, you’ll receive the personalized service you’ve come to expect, backed by the knowledgeable guidance of renowned industry organizations.
As a Chartered Financial Consultant®, Sean has completed eleven college-level courses on all aspects of advanced financial planning, with a focus on practical, real – world applications; from The American College, a nonprofit educator with the highest level of academic accreditation. The average time it takes to complete the ChFC® exceeds 400 hours. Each ChFC® is committed to professional and ethical best practices and must recertify this commitment annually. A ChFC® meets extensive experience requirements to ensure that you get the professional financial advice you need.
Here are a few of the many areas where a ChFC® can assist you:
The Retirement Income Certified ProfessionalTM designation was created for those seeking comprehensive expertise in retirement planning. Sponsored by the American College of Financial Services and crafted by more than 45 of the top retirement planning experts in the country; this specialization is awarded upon completing 3 in-depth college level exams that covers 18 competencies central to retirement. As a Retirement Income Certified Professional®, Sean is equipped with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset distribution in retirement, delivering smart strategies for creating secure, sustainable income. As clients transition from wealth accumulation to wealth preservation in retirement, the RICP® credential has risen to prominence. Last year a total of 5,000 advisors have earned this designation since its launch; underscoring the need for targeted knowledge to support clients faced with the challenge of retirement income planning.
Individuals who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
