Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.

The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

The MBA is a postgraduate business degree that provides training in business management and leadership with an emphasis on theory and practice.

ChSNC® designees have the specialized skills needed to help clients plan for the future with honesty, ethics, and compassion. A ChSNC® can navigate the unique considerations of estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, and more.

The LL.M. provides additional training, sometimes in a specialized field, for those who have the J.D. degree.

The J.D. is a degree earned upon completion of law school. This terminal degree, or highest degree in a discipline, is required before a person may practice law.