Our Designations

A CERTIFIED FINANCIAL PLANNER™ (CFP^®) is required to fulfill strict criteria that encompass extensive course work and a comprehensive exam addressing topics such as personal finance, investment, insurance, tax planning, and retirement strategies. This certification prepares planners to offer robust financial advice to individuals, families, and businesses helping them align their financial decisions with their long-term goals and financial wellbeing. When you consult a CFP^®, you’re engaging with a seasoned expert and fiduciary who will evaluate critical elements of your financial status, including your risk appetite, financial goals, retirement timeline, and tax situation.

The AIF^® is a professional designation awarded to those who have met specific education, examination, experience, and ethics requirements. This designation equips professionals to implement a prudent investment process, manage investment decisions, and provide comprehensive investment advice with a fiduciary standard of care. Accredited Investment Fiduciaries^® are experts who consider an individual’s financial goals, risk tolerance, investment horizon, and other key elements of one’s financial situation. Our mission is to ensure that all investment practices are undertaken with your best interests in mind, upholding the highest ethical standard.

A Certification in Long-Term Care^® (CLTC^®) involves satisfying rigorous requirements, including in-depth course work and an examination that focuses on long-term care planning, insurance solutions, and related legal and financial implications. This designation readies professionals to advise individuals and families on how to plan for and manage long-term care needs effectively. Professionals with this designation are knowledgeable specialists who analyze factors such as your health outlook, financial resources, and family dynamics to develop a comprehensive long-term care strategy that aligns with your personal needs and financial situation.

A Certified Exit Planning Advisor (CEPA) must complete rigorous requirements that include course work and an examination covering succession planning, exit planning, and value creation strategies for owners of privately held companies. This designation equips advisors to advise business owners on how to form and execute an exit strategy that maximizes business value, aligns with their personal financial goals, and includes a plan for life after running the business.

A Certified Divorce Financial Analyst^® (CDFA^®) is someone who comes from a financial planning background and goes through an intensive training program to become skilled at analyzing and providing knowledge on the financial issues of divorce. Our role is to make sure you and your attorney fully understand how the financial decisions you make today will impact your financial future.

We are so passionate about helping people who are considering divorce that we created a sister company called Alternative Divorce Solutions that provides support education, and financial strategy for individuals going through divorce. To learn more, go to AlternativeDivorceSolutions.com.