About My Designations

Chartered Financial Consultant (ChFC®)

The ChFC® designation has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest level of academic accreditation.

Certified in Long-Term Care (CLTC)

The "Certified in Long-Term Care" (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Students learn how to mitigate these consequences by developing a plan to protect their clients and their families.

Macro Asset Perspective® (MAP®)

Macro Asset Perspective® is a unique and educational approach to retirement planning. The process helps to implement a balanced approach to personal wealth accumulation and income combining principles of risk management with sensible strategies for long-term tax-reduction – giving our clients the potential to increase their net spendable income in retirement. Originally developed for a physician’s network, MAP® has been adopted by and taught to employees of a number of Fortune 500 companies.

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Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,659.18 +0.96
Dow Jones Transportation 11,509.91 -0.03
Dow Jones Utilities 725.23 +0.30
Nasdaq Composite 8,029.57 +1.00
Nasdaq 100 7,569.03 +1.05
NYSE Composite 13,225.11 +0.79
AMEX Composite 2,675.45 +0.80
PHLX Semiconductor Index 1,387.67 +1.17
OSX Oil Service Sector Index 145.10 +0.89

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