Nobody is an expert in everything.
If you want financial expertise, hire an actual expert.
If you need broad expertise, hire a FinancialTeam of experts.
And if you don't need it, don't pay for it.
ELSEWHERE: An "Investment Advisor" license requires passing a 140 question multiple-choice test on rules and regulations related to giving investment advice. "Financial Planner" is an unregulated title; it requires no specific license, education or experience and is usually held by sales professionals. "Estate planning" and "risk management" often refer to someone who sells life insurance.
Our Investment Manager Credentials: Minimum of 10 years experience, four-year college degree, annual continuing education required every year: CFA (Chartered Financial Analyst), CIMA (Certified Investment Management Analyst), or CFP® (Certified Financial Planner®).
Our Financial Planner Credentials: Minimum 10 years experience: Master's level education, annual continuing education required every year: CLU (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), and/or CFP® (Certified Financial Planner® ).
Our Tax Specialist: 27 years of experience: M. Tax (Masters of Taxation), CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), CFP® (Certified Financial Planner®) annual continuing education through University of Miami School of Law's Heckerling Institute.
Our Advanced Estate Planner: 33 years of experience: professional Master's education in finance, CFP® (Certified Financial Planner®), annual continuing education through University of Miami School of Law's Heckerling Institute, (and currently enrolled in law school for Juris Master of Law degree).
Independent Accounting, Legal and Insurance Services:
To serve our clients with the latest information and technology, our advisors may attend law school institutes for continuing education and maintain affiliations with the American Bar Association; however, they do not practice law. When a legal opinion or document becomes necessary, we know all attorneys are not the same. We can work closely with your existing attorney, or we can recommend one who specializes in the particular field of law that best suits your needs.
Our advisors may have formal educations, decades of experience and advanced credentials in the insurance industry. However, to maintain our objectivity, we do not sell insurance. When insurance is deemed necessary, we know all insurance agents are not the same. We can work closely with your independent agent or refer you to one who will shop & compare different companies for a selection of choices.
Our advisors may have formal educations, decades of experience and advanced credentials in the field of taxes and accounting; but we do not prepare tax returns. When tax season rolls around, or a specific written tax opinion becomes necessary, we know all accountants are not the same. We can work closely with your existing accountant or tax attorney, or we can recommend a specialist.
It's what WE would want if WE were the client
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