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.