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Accredited Estate Planner (AEP)

This designation is offered by the National Association of Estate Planners and Councils.  To receive this designation, the candidate must be one of the following: Attorney Chartered Life Underwriter...

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Qualified Financial Planner (QFP)

This designation is offered by the International Association of Qualified Financial Planners.  The candidate must already hold one of the following designations: Chartered Financial Consultant (ChFC)...

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How To Find A Financial Professional

In a world of increasingly complex financial and economic markets and changing tax laws that can impact the amount of return you receive from your investments, the fact is that most of us could, at one...

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