Designations

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.

Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner, “but only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care when providing financial planning services, a CFP® professional is required to act in your best interest.

In addition, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. For more information regarding the CFP Certification process, you may go to www.cfp.net.

 Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation. For more information regarding the AIF certification, please go to www.fi360.com.

The CRC demonstrates the mastery of both retirement accumulation and distribution planning. This designation is independently accredited by the National Commission for Certifying Agencies For more information regarding the CRC Certification, you may go to www.infre.org.

The Certified Wealth Stategist® designation, administered by Cannon Financial Institute provides planners with the technical knowledge, proctive management processes and client communication skills needed. This allows advisors the knowledge and skill sets needed to work with more complex client issues and better serve the high-net worth market. If you would like more information, please go to www.cannonfinancial .com/certified-wealth-strategist.

As fiduciaries, we have a legal and ethical duty to act in your best interest at all times. That means the financial guidance we provide is based solely on what’s right for you, not on commissions, sales goals, or outside incentives.

When you work with us, you can trust that every recommendation is made with care, transparency, and your long-term financial well-being in mind. Whether you're planning for retirement, managing investments, or navigating major life changes, we’re here to guide you with integrity and personalized advice you can count on.

Being a fiduciary isn’t just a label, it’s a commitment we take seriously, every step of the way.

A National Social Security Advisor is specially trained to help you navigate the complex rules and strategies around claiming Social Security benefits. Our goal is to ensure you make informed decisions that align with your financial goals, maximizing your income and avoiding costly mistakes.

When you work with us, you can count on guidance that’s clear, strategic, and tailored to your unique situation. Whether you're nearing retirement, already collecting benefits, or planning for a spouse or survivor, we’re here to help you make the most of what you've earned.

This designation reflects more than just expertise, it’s a commitment to providing accurate, thoughtful advice that supports your long-term financial well-being.