- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Life Insurance
- -Health Insurance
- -Long-Term Care Insurance
- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|SPC||15 years, 11 months||Jan 2004 - Present|
|Sigma Financial Corporation||19 years, 11 months||Jan 2000 - Present|
Designations & Memberships
Kingdom AdvisorsMembershipKingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact.
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Certified 401(k) ProfessionalDesignationThe C(k)P designation represents the pinnacle of achievement for the professional Retirement Plan Advisor, recognizing a combination of substantial practice retirement plan management experience, and the completion of a comprehensive and highly specialized educational program.
Chartered Financial ConsultantDesignationInvididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
Chartered Life UnderwriterDesignationA prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.