What do Anne's professional designations mean?

Chartered Financial Consultant (ChFC®)

A Chartered Financial Consultant designee 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. 

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.   

Retirement Income Certified Professional (RICP) 

As a financial planning certification specializing in retirement planning, the RICP® equips the advisor with applicable knowledge to build sustainable and integrated retirement income strategies for every client situation and income style covering all of these elements:

Strategies for Social Security claiming

Approaches to contain healthcare and long-term care costs

Tools for estate and legacy planning

Managing taxation

Solutions for employee retirement plan savings

Chartered Advisor for Senior Living (CASL®)

The Chartered Advisor for Senior Living (CASL®) designation is the leading credential for professionals interested in helping those approaching retirement and retirees to make sure they are prepared for all stages of retirement - "Go-go", "slow-go" and "no-go".     

We help you work with your estate planning attorneys and accountants and help you plan for a time when you may need care. 

Chartered Life Underwriter (CLU®)

A professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the designation.

Memberships:

  • National Association of Insurance and Financial Advisors (NAIFA)
  • Florida Association of Insurance and Financial Advisors (FAIFA)
  • Financial Representatives Association (FRA)