Estate, Trust & Probate Blog

We are excited to announce that David Anderson has earned his Chartered Financial Consultant (ChFC) designation! Awarded by the American College of Financial Services, the ChFC designation is earned by individuals who have demonstrated advanced knowledge and experience in financial planning, including: Risk management strategies, including mitigating the risks associated with insurance, human capital, liability, property, and wealth management Income tax strategies, including planning for deductions, tax credits, capital gains and losses, taxation of life insurance, annuities, and partnerships, LLCs, corporations, and proprietorships Retirement planning strategies, including choosing between and working with SEPs, SIMPLEs, IRAs, Roth IRAs, 403(b), and nonqualified…