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ED SLOTT ELITE ADVISORS

With new tax laws, important IRS rulings and an ever-changing financial climate, it is more important than ever for advisors to continually invest in their education.

Members of Ed Slott’s Elite IRA Advisor Groupsm are dedicated to being leaders in the IRA industry and protecting their clients’ families’ futures.

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CFP® CERTIFICATION – THE STANDARD OF EXCELLENCE

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.

Although many professionals may call themselves “financial planners”, CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.

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KINGDOM ADVISORS

Kingdom Advisors is a professional association that offers in-depth training and a tight-knit community to Christian financial professionals who want to integrate their faith with their practice.

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CHRISTIAN FOUNDATION WEST – PLANNED GIVING

CFW is designed with ideals in mind that through giving we can help others. The Christian Foundation of the West works with individual givers, churches, ministries, and professional advisors in the area of charitable giving to transform our community for Christ.

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 LPL Financial is not affiliated with any named entity.

 

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