To best serve the needs of our clients, we are committed to the continuous pursuit of knowledge and professional education. Our industry memberships include the following groups, many of which have strict professional and business criteria.
fi•du•ci•ar•y — A financial adviser held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial adviser is required to act with undivided loyalty to the client. This includes disclosure of how the financial adviser is to be compensated and any corresponding conflicts of interest.
NAPFA believes advisers must receive compensation only from their clients, must disclose any possible conflicts of interest, and must be loyal to the best interests of their clients.
Certified Business Exit Consultant (CBEC)
This certification requires a Five-day certification course and submission of an exit plan through Pinnacle Equity Solutions.
Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses. A business succession plan is as important to the end of a business as the original business plan was at the beginning.
Certified Financial Planner Board
Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification. CFP Board awards individuals who successfully complete initial and ongoing certification requirements the right to use of certification marks CERTIFIED FINANCIAL PLANNER™ and CFP®.
The CFA’s mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
Chartered Financial Consultant
Advisers with the ChFC® designation are required to serve you with the highest level of professionalism. The authority to use the ChFC® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines. All ChFC® advisers are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behavior most beneficial for their clients.
The Registered Paraplanner℠ or RP® program offered through the College for Financial Planning® is ideal for employees in the financial services industry, particularly as the industry evolves and becomes more complex. Students gain basic, practical knowledge of the financial planning process and the five disciplines of financial planning.
National Association of Personal Financial Advisers
NAPFA, the National Association of Personal Financial Advisers, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisers who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
A fiduciary standard means that your financial adviser is putting your interests first. When you hire a NAPFA member, you are getting the best advice that he or she can give, without any influence from outside interests.
Registered Investment Adviser
A Registered Investment Adviser (RIA) is a professional advisery firm that offers personalized financial advice to clients, many of whom are affluent.
For the busy physician, the MD Preferred Service Network brings together a diverse group of carefully screened professional service providers in a single, easy to use online resource center. Each service provider has earned their MD Preferred Medallion of Excellence by meeting stringent service standards geared to the special needs of the medical community.
Elite IRA Adviser Group
Ed Slott’s Elite IRA Adviser Group is an exclusive organization of financial advisers who are dedicated to being leaders in the IRA industry. Because being the best in the business requires an enormous amount of ongoing education, time and effort, Ed Slott has created Ed Slott’s Elite IRA Adviser Group as a single resource for serious professionals. Ed Slott’s Elite IRA Advisers are equipped with up-to-date tools and resources to help their clients.
American Institute of CPAs
The AICPA’s mission is to provide members with the resources, information and leadership that enable them to provide valuable services in the highest professional manner to benefit the public, employers and clients. In fulfilling its mission, the AICPA works with state CPA organizations and gives priority to those areas where public reliance on CPA skills is most significant. It is profoundly committed. AICPA members work in all sectors of the business and financial services profession.
Personal Financial Specialist
The Personal Financial Specialist (PFS) program allows CPAs to demonstrate their knowledge and expertise in personal financial planning. Whether a CPA specializes in personal financial planning with their clients or interacts with other financial planning professionals, the PFS credential adds credibility. PFS credential holders have a specific experience, education and examination requirement that sets them apart from other CPAs and financial planners.
Evansville Estate and Financial Planning Council
The mission for this not-for-profit organization is to furnish information and advice to the various members in the fields of estate planning and related subjects while promoting acquaintanceship and co-operation among the participating members to the end that the public may be better served in estate planning. For more information, visit: http://eefpc.com/