Professional

Jim has earned the Certified Financial Planner (CFP) certification and the Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (ChFC) and Certified Long Term Care (CLTC) designations.

Certified Financial Planner (CFP): The Certified Financial Planner (CFP) certification is one of the most recognized financial planning marks in the world. CFP certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter (CLU): The CLU designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC): The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Certified Long Term Care (CLTC): CLTC stands for "Certified in Long-Term Care," a designation granted by the Corporation For Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care.

Associations and Memberships

Jim is also a  member of  the Society of Financial Service Professionals.

Education