What do all the initials after your names mean? What is in it for me?
ChFC® Chartered Financial Consultant
Reaching goals is easier with a plan. The same holds true for financial goals. Navigating through competing priorities and staying on track is more likely to be accomplished with a roadmap. Peter has the background, knowledge and years of experience to organize and assess your total financial situation and provide you with a customized plan to reach your financial goals. The Chartered Financial Consultant® designation is one of the most robust and respected credentials for financial planning professionals. To earn the Chartered Financial Consultant designation, advisors must complete experience, course work, and ethics requirements.
CLU® Chartered Life Underwriter
You have worked hard for your money. Protecting you and your financial future to accommodate the unexpected along the way makes great financial sense. Peter is able to leverage the knowledge gained through his CLU designation and customize a financial plan that factors in the preservation of assets and protection of wealth for you and your loved ones.
The Chartered Life Underwriter Designation® is the highest-level designation available in the life insurance profession, and is obtained by completing insurance planning course work that focuses on the financial planning needs of clients. Chartered Life Underwriters have completed advanced courses and exams in regard to insurance, investments, taxation, employee benefits, estate planning, accounting, management and economics.
CASL® Chartered Advisor for Senior Living
Navigating through the complex issues and everchanging regulations impacting seniors and those planning on retirement can be cumbersome. As such, Peter has acquired the CASL® credential which provides advisors with in-depth training on issues impacting seniors and those planning for retirement. He has the knowledge necessary to address the ever changing and complex needs of the over age 50 clients and is prepared to advise clients into and throughout their retirement income years.
CRPC® Chartered Retirement Planning Counselor
Maintaining financial security and independence during retirement is among the biggest concerns for baby boomers. As the years spent in retirement outpaces the earning years, determining the investment mix to meet your future lifestyle needs and when you can retire become increasingly complex. The CRPC® designation is especially relevant as one of the nation’s premier retirement planning credentials. Together our team can navigate through these complex issues and define a “road map to retirement” by focusing on your pre-and post-retirement needs, as well as issues related to asset management and estate planning.