Membership Association

 

To ensure that our clients are best served we maintain our association with the following professional memberships:

  • Member of Financial Planning Association (FPA) - Network organization for competent and ethical personal financial planning experts who uphold the FPA standards of care in the United States.
  • Member of Million Dollar Round Table (MDRT)The Premier Association of Financial Professionals  who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service in the life insurance and financial services business. 
  • Member of The National Association of Insurance and Financial Advisors  (NAIFA) Organization which advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of  their professional agends and advisors. 
  • CERTIFIED FINANCIAL PLANNER  (CFP®) Professionals must agree to abide by the CFP Board's Code of Ethics which requires certificants to practice financial planning with fairness and integrity.  30 hours of continuting education every two years is required to maintain certification.