146 Lower Way Road,
You are presented with the constant pressures of family, career, community responsibilities, and personal enrichment. The financial marketplace is ever-changing with new laws, regulations, economic events, market changes, product offerings, and conflicting media messages. Making the right financial moves at the right time is critical to achieving security and accomplishing personal objectives.
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.
An Ethics Approved RFC® is 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.
Ethics Approved Status means members adhere to the IARFC Code of Ethics with a clear record for the past five years. Members are biennially verified through FINRA, State licensing records, internet searches and are required to pass the Ethics Exam.
As an Ethics Approved Registered Financial Consultant (RFC®) we have the additional training, experience and guidance to help guide you on your financial road ahead