Our Qualifications
Fiduciary Advisor: a Fiduciary is legally required to act in a client’s best interest. This means they must:
- Provide Honest recommendations
- Avoid conflicts of interest
- Adhere to high Standards
A CFP® (Certified Financial Planner®) certification is a professional designation awarded by the Certified Financial Planner Board of Standards (CFP Board). It signifies that a financial planner has met specific education, examination, experience, and ethical requirements, demonstrating expertise in risk management, investment planning, tax planning, retirement planning, and estate planning.
A Certified Exit Planning Advisor (CEPA®) is a professional credential that signifies an advisor’s expertise in helping business owners plan for their exit from their businesses, whether through a sale, transition, or retirement. CEPAs provide a comprehensive framework for exit planning, helping advisors understand the complexities of selling or otherwise leaving a business.
The Retirement Income Certified Professional (RICP®) certification is a designation awarded by The American College of Financial Services to financial professionals who have completed an in-depth educational program on retirement income planning. It focuses on helping individuals plan and execute retirement strategies, including maximizing Social Security benefits, managing healthcare costs, and addressing other risks associated with aging.
A Certified Financial Transitionist® (CeFT®) is a financial professional who specializes in assisting clients navigate major life transitions, such as retirement, inheritance, divorce, or selling a business. The CeFT® certification focuses on the emotional and personal dynamics of financial change, equipping professionals with tools to help clients make informed financial decisions during these pivotal moments.
An Elder Planning Specialist, or Eldercare Financial Planner, is a professional who helps older adults and their families navigate the complexities of long-term care planning, financial security, and other issues related to aging. They provide guidance on topics like Medicaid eligibility, estate planning, and long-term care insurance.
A certification in “Preparing Heirs” is specialized training for financial advisors who help families navigate the process of transferring wealth to the next generation. This program, through the Institute for Preparing Heirs, aims to equip professionals with the knowledge and tools to guide families through the emotional, relational, and strategic aspects of wealth transfer, going beyond just the financial aspects.