@financial simplifies the complex nature of financial planning.
@financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses – including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services.
In addition to managing @ﬁnancial and @ﬁnancial Investments and working with an extensive client base, our leadership team personally coaches, trains, and mentors a network of close to 100 ﬁnancial advisors throughout the country, and have been asked to lead adult education classes, workshops, and seminars on a variety of ﬁnancial topics including Social Security planning, investment strategies, retirement planning, risk management, college planning, and estate planning.
Collectively, our national team holds the following designations: CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), ChFC (Chartered Financial Consultant), MSFS (Masters in Financial Services), NSSA (Certified National Social Security Advisor), CCPS (Certified College Planning Specialist), CPA (Certified Public Accountant). These professionals comprise an experience and knowledge base we can pull from as situations require.