WE ARE CERTIFIED TO HELP SMALL BUSINESSES AND INDIVIDUALS ENROLL IN THE EXCHANGE
NPR # 1204112; License # 812481
CHARTERED FINANCIAL CONSULTANT (ChFC)
If you have any questions or need additional assistance
PLEASE CALL 713-957-8100 or submit a help request.
The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The program prepares the broker to meet the advanced financial planning needs of individuals, professionals and small business owners. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning. The ChFC® designees must meet experience and continuing education requirements and must adhere to a high ethical standard. The mark is awarded by The American College, a non-profit educator with the top level of academic accreditation.