In the late 80’s, when there was a wave of interest shifting traditional retirement plans to defined contribution plans, (what are commonly referred to as 401k plans today), business owners were eager to listen to this “new plan design”. In a short period of time, with rigorous training, an insatiable appetite to learn, coupled with a large audience eager to listen, we secured many trusted relationships by sharing this knowledge with any business owner that agreed to a meeting! Along the way, because we had constant contact with our clientele, we were able to further expand our business by attracting and implementing strategies for their personal investments as well.
The Accredited Investment Fiduciary® (AIF®) designation has been the mark of commitment to a standard of investment fiduciary excellence. Those who earn the AIF® mark successfully complete a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. Holders of the AIF® designation must complete a minimum of 6 hours of continuing education each year.
