Chartered Financial Consultant

The Chartered Financial Consultant (ChFC®) designation program focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client’s total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals.

The ChFC program provides financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Chartered Retirement Planning Counselor

The Chartered Retirement Planning Counselor (CRPC®). Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.   This training qualifies me to guide you through the retirement process from start to finish, addressing issues such as estate planning and asset management.
The Retirement Planning Process & Meeting Multiple Financial Objectives
Sources of Retirement Income
Personal Savings: Investing for Retirement
Employer-Sponsored Plans
Individual Deferred Compensation
Planning for Incapacity, Disability & Long-Term Care
When to Retire
Retirement Plan Distributions
Asset Management & Investment Strategy During Retirement
Income Taxes & the Retiree
Estate Planning

Retirement Cash Flow Considerations