Education can be defined as the act or process of imparting or acquiring general knowledge, developing the powers of reasoning and judgment, and generally of preparing oneself or others intellectually for mature life.
It is important for the team at your investment advisory firm 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.
- At D3 Financial Counselors, we have Certified Financial Planners® to analyze the planning aspects of your financial decisions.
- Our team includes a Certified Public Accountant to analyze the tax implications of your financial decisions.
- Additionally we have a Chartered Financial Analyst™ to analyze all the investment implications of your financial decisions.
- Lastly, we have a Certified Specialist in Estate Planning on staff to help you understand the legacy aspects of your financial decisions.
Additionally, 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 our clients understand all of the economic consequences of their financial decisions.