Why You Need a ChFC®
How an advisor with this powerful designation can help you reach your financial planning goals.
ChFC®: An Advisor Who Knows You
You have questions that cover issues such as tax, retirement, estate planning, insurance, gifts, special needs planning, and more.
Yet while there are over 300,000 financial advisors in this country, only one out of every six has the experience and education to assist you in making a comprehensive financial plan that is personalized to your individual needs.
The answer: work with a Chartered Financial Consultant® (ChFC®).
A ChFC® sees you as more than just a client, a ChFC® sees your hopes and dreams, ambitions, and the adventures that await.
Gain personalized guidance to help you build the best financial strategy for you from an experienced financial planner who has committed themselves to working with a diverse client base.
A ChFC® specializes in areas including…
Tax
Retirement
Estate Planning
Insurance
Gifts
Special Needs Planning
Non-Traditional Family Structures
Small Business Planning
A ChFC® has partnered with The American College of Financial Services, an accredited institution committed to meeting the financial needs of all Americans. The College is the nation’s largest nonprofit educational institution devoted to financial services professionals and has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs.
© The American College of Financial Services | TheAmericanCollege.edu