CRPC® designees can provide you with an understanding of complex pre- and postretirement issues. From helping you maximize sources of retirement income to guiding you through investments, a CRPC® designee will effectively identify and analyze what you should do today to ensure a secure tomorrow.
AAMS® designees distinguishes themselves by identifying opportunities not only in investment planning, but also by making comprehensive recommendations to meet a broad range of your financial goals—from saving for your children’s college education to reducing taxes to building a nest egg for your retirement. With all of the complex financial planning information available today, an AAMS® designee can give you knowledgeable advice on the best assets and strategies for your total financial needs.
An Accredited Domestic Partner Advisor(SM) or ADPA(SM) designee has studied factors and situations that cause financial planning for domestic partners to be different from financial planning for legally married spouses, including wealth transfer, taxation, retirement planning, and estate planning issues; as well as alternative planning solutions for these situations.
