Partners & Affiliations
Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748
  • Register

Partners & Affiliations

Only those who have fulfilled the certification and renewal requirements of the CFP® Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism.


Charles_Schwab-01

Only those who have fulfilled the certification and renewal requirements of the ChFC® Board can display the ChFC® certification trademarks which represent a high level of competency, ethics and professionalism.


Charles_Schwab-01

Schwab Institutional®, a division of Charles Schwab & Co, is the leading provider of custodial, brokerage and other related services to independent financial advisors.


dimensional-01

Dimensional Fund Advisors applies decades of theoretical and empirical research in finance to createinvestment solutions that target the dimensions of expected returns in a well diversified and cost-efficient manner.



The Financial Planning Association® is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.


 

 

* The logos and descriptive company or organization information was taken from the respective websites and is the sole property of those entities.