CERTIFIED FINANCIAL PLANNER™ (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, from budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
Designations held by: Clary, Willcox, Hatten
CHARTERED LIFE UNDERWRITER® (CLU®)
The premier designation for insurance professionals was launched in 1927 and is the insurance profession’s oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Designations held by: Clary, Hatten
CHARTERED FINANCIAL CONSULTANT (CHFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Designations held by: Clary, Hatten
RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
Designations held by: Hatten, Martin
CHARTERED ADVISOR IN SENIOR LIVING® (CASL®)
The Chartered Advisor in Senior Living® (CASL®) designation advocated for aging clients to achieve financial security now and into the future. CASL® advisors lead clients from middle age through retirement, helping them manage, preserve, and transfer wealth.
Designations held by: Hatten
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, from budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
Designations held by: Clary, Willcox, Hatten
CHARTERED LIFE UNDERWRITER® (CLU®)
The premier designation for insurance professionals was launched in 1927 and is the insurance profession’s oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Designations held by: Clary, Hatten
CHARTERED FINANCIAL CONSULTANT (CHFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Designations held by: Clary, Hatten
RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
Designations held by: Hatten, Martin
CHARTERED ADVISOR IN SENIOR LIVING® (CASL®)
The Chartered Advisor in Senior Living® (CASL®) designation advocated for aging clients to achieve financial security now and into the future. CASL® advisors lead clients from middle age through retirement, helping them manage, preserve, and transfer wealth.