Knowledge and Trust

You Can Count on a ChFC®’s Expertise.

A Chartered Financial Consultant ® has completed the most extensive educational program required for any financial services credential.  Each ChFC® has taken eight or more college-level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation.

The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted distinction.  Each ChFC® must also complete a minimum of 30 hours of continuing education every two years and must meet extensive experience requirements to ensure that you get the professional financial advice you need.

How Can a ChFC® Help Me?

Here are just a few of the many areas where a ChFC® can Assist you:

  • Creating a comprehensive financial approach
  • Protection your assets and managing risk with appropriate levels of insurance
  • Managing taxes better for you and your business
  • Helping you secure your retirement
  • Building an investment approach to help you reach your goals
  • Enhancing the value of your estate to take care of your loved ones
You Can Count on a ChFC®’s Integrity.

Advisors with the ChFC® designation are required to serve you with the highest level of professionalism.  The authority to use the ChFC® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines.

All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances, which is the standard of ethical behavior most beneficial for their clients.