What level of professional qualifications do you have and are you qualified in any specific areas where I want advice?
Ann holds her CERTIFIED FINANCIAL PLANNER™ and RETIREMENT INCOME CERTIFIED PROFESSIONAL® designations, FINRA Series 7 and 63 registrations, and Accident & Health, Life license.
Emily holds her CHARTERED RETIREMENT PLANNING COUNSELOR® designation, FINRA Series 7, 6, 66, 63 registrations and Accident & Health, Life license.
Colin holds his FINRA Series 7, 6, 66, 63, 24 registrations and Accident & Health, Life license.
On top of being Financial Advisors, we are also Financial Planners. We offer comprehensive services including retirement planning, college education funding, legacy planning, risk management, cash flow management, and investment planning.