It is important for the team at your investment advisory firm to have a broad educational background, so they can evaluate all aspects of the financial decisions you face. It is also important for your advisor to be able to educate you so that you can evaluate the pros and cons of these financial decisions.
Don Duncan, the founder of our firm, has honed his education skills by teaching classes at Lewis University, DePaul University, and Keller Graduate School. We work to ensure you understand all of the economic consequences of your financial decisions.
At D3 Financial Counselors, we have Certified Financial Planners® to analyze the planning aspects of your financial decisions.
We have a Certified Specialist in Estate Planning on staff to help you understand the legacy aspects of your financial decisions.
We have an Accredited Wealth Management Advisor ℠ on staff to help you with your wealth management and estate planning needs.
We have a Chartered Retirement Planning Counselor℠ on staff to help you with retirement planning, estate planning, and asset management.
We have a Certified Exit Planning Advisor on staff to assist business owners in retaining and maximizing value from their business.
What credentials should matter to you in your search for a financial advisor?
It depends on what help you need. If you need tax advice, you should look for a CPA (Certified Public Accountant). If you need investment advice, you should look for a CFA® (Chartered Financial Analyst) or a CIMA® (Certified Investment Management Analyst). If you need planning advice, you should look for a CFP® (Certified Financial Planner™). These are the gold standards in their respective professions. If you need someone to help you in all of these areas, look for a combination of these credentials.
Why is it important to have an advisor that focuses on continuing education?
Not all financial advisors are required to continue their education. Continuing education is important for two reasons:
- The opportunities and the risks in the financial area (investments, taxes, etc.) are constantly changing. Having a financial counselor that keeps up with these changes improves your chances of achieving your goals.
- An educated financial counselor will be focused on helping you understand the economic consequences of your financial decisions. This empowers you to make smart, logical choices as you navigate through the various financial alternatives you face daily.