Financial Services

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If you plan for it, nothing’s unexpected.

Let us help you plan and protect your financial future. Protecting peoples’ money is a job we take seriously, and our services are not one-size-fits-all. We learn about your specific financial goals, then detail a plan to achieve them. 

Craig is prepared to advise you with your best interests in mind. He has a ChFC®(Chartered Financial Consultant) designation, having been prepared to meet the advanced financial planning needs of individuals, professionals and small business owners. The required course of study includes insurance and financial planning, income taxation, planning for retirement needs, investments, and estate planning.

He is also designated CASL® (Chartered Advisor for Senior Living) and is qualified to help lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. He passed a series of written examinations as well as attested and adheres to the The American College’s Code of Ethics. Designees are required to complete 30 hours of continuing education every two years through The American College.

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