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Our Qualifications

Our Associates are a diversified, professional team who has earned industry respected degrees and designations including:​

CFP®

Certified Financial Planner

MSFS

Master of Science in Financial Services

AEP®

Accredited Estate Planner

ChFC®

Chartered Financial Consultant

RICP®

Retirement Income Certified Professional

CSA®

Certified Senior Advisor

CLU®

Chartered Life Underwriter

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