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Our Code of Ethics

As a Chartered Financial Consultant we...

Pledge to place your interests above all else when helping to establish financial goals and implement a financial plan.

Pledge to follow the latest industry developments and legislative challenges to help you chart a steady course of financial security.

Pledge to adhere to a strict code of ethics.

Are committed to providing you with superior service.

Have successfully completed a comprehensive curriculum of college-level courses from The American College.

Have a minimum of three years of qualifying professional experience.

Are one of a select group within the financial services field to earn the ChFC designation.