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The Wealth Management SpecialistSM, or WMSSM program, is a designation program for financial professionals. This program provides advisors with a substantial overview of the most critical concepts in financial planning and wealth management.

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The Certified Financial Fiduciary® designation is the only designation that focuses solely on training financial professionals to be true fiduciaries. It is the only designation that clients and prospects can recognize as a designation meant to help protect them.


The Registered Financial Consultant (RFC®) is a professional designation awarded by the IARFC to financial consultants who meet the high standards of education, experience, and ethics. A minimum of three years of experience as a full-time practitioner in the field of financial planning or financial services.

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All IARFC designees, credential holders, and/or members must agree to uphold, abide by, and practice in accordance with this Code of Ethics in order to protect the value of their designation or credential and provide assurance to all members of the public, most importantly those who are served by the designee, credential holder, and/or member.


NSSA® is the only ACCREDITED Social Security Certificate program in the nation! The knowledge obtained through the NSSA® Certificate Program, in conjunction with adherence to the NSSA® standards of excellence, continuing education, and access to ongoing support, enables those who earn the Certificate to perpetually stay at the top of their game for Social Security consulting.

For more information about our firm and the services we offer, please get in touch with one of our associates. We welcome the opportunity to speak with you.

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