Qualifications That Deliver Real Results

Our advanced credentials allow us to deliver deeper advice, clearer strategy, and more measurable value directly to your employees—from retirement planning and tax/estate strategy to college and student loan guidance. Our expertise empowers your organization, too. We simplify administration, lighten the load on HR, and give your team more capacity to focus on the initiatives that move your company forward.

Industry-Leading Designations

• Certified Financial Planner™ (CFP®)-The gold standard in financial planning—rigorous training across investments, tax, estate, insurance, and retirement strategy.

• Certified Employee Benefit Specialist (CEBS)-The highest credential in employee benefits, covering retirement plans, health benefits, and compliance.

• Certified College Financial Consultant (CCFC)-Advanced knowledge in financial aid strategy, tax-efficient college funding, scholarships, and student loan guidance.

• College Funding and Student Loan Advisor (CFLSA)-Focused expertise in college planning and comprehensive student loan repayment strategies.

• Certified Exit Planning Advisor (CEPA)-Specialized expertise to help business owners build company value and prepare for a successful sale or transition.