Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

• CFP^® - Why You Should Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner?
  
  Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. A planner can play a central role in helping you meet your life goals and achieve financial well-being. Consequently, take the time to select a financial planner who is competent and trustworthy, one on whom you can depend for professional advice and services. Your future depends on the choices you make. .
• CIMA^® - The CIMA^® designation reflects completion and adherence to the “four E’s”: experience, education, examination and ethics.
  
  Every investment consultant who has earned the CIMA designation has at least three years of broad experience in the field of investment management consulting, has passed an extensive background check, and has completed the demanding educational program. Successful completion of a comprehensive examination is the final step in receiving the designation. To maintain their designation, CIMA professionals must continually adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years. What does this rigorous designation mean to you? It means that when you work with an investment consultant who has earned the CIMA designation, you’re working with someone who is the best in the field—and will remain the best.

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