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Accomplishments

  • Over a century of experience in the retirement plan arena
  • AIF® (Accredited Investment Fiduciary®)
  • CFP® (CERTIFIED FINANICAL PLANNER™)
  • CRPS® (Chartered Retirement Plans SpecialistSM)
  • PPC™ (Professional Plan Consultant™)
  • Nationally recognized as a Speaker, Author and Top Retirement Plan Advisor