What do all these designations mean for me?
When selecting a financial advisor, you want to be sure that individual has the knowledge and experience to help you achieve your goals . An advisor’s continuing education makes a difference when it comes down to planning, managing and preserving your investments and assets. Learn more about the Alphabet Soup, Farmington River Financial Group team's skills and what that all means to you as our client.
How is an AIF® - Accredited Investment Fiduciary® different?
CLU®- Chartered Life Underwriter®
A thoughtful and personalized financial plan is the foundation to meeting financial success, but every plan is exposed to risk. Protecting you and your future is essential. Lori’s designation makes her uniquely qualified to create a customized plan that will provide protection and preservation of your assets. For learn more about this insurance professional designation, please visit https://www.theamericancollege.edu/designations-degrees/CLU.
ChFC® - Chartered Financial Consultation®
Making financial decisions would be easy if there were fewer of them, but that’s not how life works. We are faced with multiple choices with overlapping consequences. Organization is key to helping you make the right choices. Lori has spent most of her career honing her planning skills in helping families identify their goals, organize their data and analyze their choices. Her years of sailing have taught her that financial planning is a lot like sailing; in that one should never leave the safety of the shore without a charted course and a compass. Click here to learn more about how this designation helps address all aspects of financial planning.
RICP® - Retirement Income Certified Professional®
The number one concern of retirees is running out of money. As we all live longer, it becomes possible we may spend more years in retirement than we have spent working. Because of this, Lori pursued a 2 year long course of study that focused entirely on creating lasting wealth for a lifetime. Income streams that won’t stop and assets that won’t be depleted over your lifetime are essential to ensuring you have the retirement of your dreams. Learn more here about RICP®.