QUALIFICATIONS




Learn more about our designations





 

REGISTERED FINANCIAL CONSULTANT®

Why should I work with an ethics approved RFC®?

In a world of constant economic, political, and social change, consumers engage the guidance of a financial consultant to achieve financial security and independence. A qualified, trained, educated, experienced, and ethical consultant to guide individuals, families and small businesses is essential. We strive to help our clients attain financial independence and minimize risk.

RFC® are required to meet and document stringent requirements in: Experience, Education, Examination, Licensing, Conduct, Ethics, Continuing Education and Re-Certification. This designation and credential represent a high level of competency at following a financial planning process from start to finish and an ability to run a practice efficiently.

Designated Members need to have a clean record for the preceding five (5) years in order to qualify for the Ethics Approved Status.




 

CERTIFIED RETIREMENT COUNSELOR®

Why should I plan my retirement with a CRC®?

With a CRC®, you will be working side-by-side with a qualified retirement professional who has earned a credible certification that meets highly rigorous independent accreditation standards.

Whether you're working on accumulating a retirement nest egg or need help creating a retirement income plan that lasts a lifetime, your Certified Retirement Counselor® will be there to help you every step of the way.

A Certified Retirement Counselor®:

  • Comprehends what today's complex retirement plans and laws mean to you.
  • Identifies appropriate retirement savings and/or income strategies for your particular situation.
  • Understands the dynamics of life changing issues.
  • Commits to high ethical standards and continuing professional education.

 





 

How is a CRC® qualified to help me?


 

  • Examination and Experience - a CRC® must pass a challenging comprehensive exam that tests their knowledge and understanding on how to apply retirement planning concepts and strategies as well as their ability to counsel you on how to make important retirement planning decisions.
  • Ethics - a CRC® follows a fiduciary standard of only making recommendations that are in your best interest. A CRC® is required to treat your private and personal information as confidential and not share it without your permission. They also must adhere to the CRC® CODE OF ETHICS and are subject to regular professional conduct reviews.
  • Continuing Education - a CRC® is required to maintain current understanding and knowledge of retirement planning topics by submitting to a minimum of 15 hours of relevant continuing education each year.

 




 

CERTIFIED DIVORCE FINANCIAL ANALYST®

What is a CDFA® and when should I work with one?

A CDFA® is someone who comes from a financial planning, accounting, or legal background, and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce. A CDFA® is part of the divorce team, providing litigation support for the lawyer and client, or becomes a member of a Collaborative Law team.

A CDFA® provides the client and lawyer with data that shows the financial effects of any given divorce settlement and can appear as an expert witness if the case should go to court, or in mediation or arbitration proceedings.

 

  • More than 2 million North Americans will divorce this year
  • 100% of divorces involve financial settlements

 

If you are recently divorced a Financial Advisor with the CDFA® credential has a unique background and expertise to assist you in getting your journey back on track.

To Best Serve Our Clients, We Are Limiting
The Number of New Clients Each Month

Get Started TODAY To Ensure Availability!

For your convenience we offer appointment scheduling 24 hours a day.

Lori Crilley, RFC®, CRC®


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Katelin Kalik

Katelin Kalik, RFC®, CDFA®


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