What We Offer
-- Christopher recently passed his Series 7 & 65 exams and will be studying for his insurance license and CFP over the next few months.
-- The Institute of Business and Finance (IBF) recently awarded Ann Marie with the only nationally recognized retirement designation, CIS™(Certified Income Specialist™). This graduate-level designation is conferred upon candidates who complete a one-year educational program focusing on fixed-income instruments, retirement and financial planning, taxes, Social Security, withdrawal plans, stretch IRAs, and reverse mortgages. The additional education will help her in designing retirement income strategies for her clients.