Founded in 1989
What to Look For In a
Fed-Focused Financial Advisor
Service for the Federal Professional
1.) ChFEBC: Chartered Federal Employee Benefits Consultant
Specifically designed for financial advisors who specialize in working with Federal Employees. Serving Those Who Serve currently employs over 25% of the active ChFEBC designees in the Greater Washington, DC area.
(source: ChFEBC directory).
2.) Advisors who Follow a Fiduciary Standard
This ideal goes beyond the long held, financial industry suitability standard and the new best interest standard as a result of 'Regulation Best Interest' passing recently.
3.) CFP®: Certified Financial Planner
This is the most widely recognized designation for financial advisors. About 23% of financial advisors hold the CFP® designation.
(source: CFP.net and DataUSA).
4.) AIF: Accredited Investment Fiduciary
Applies the fiduciary standard specifically to investments. Only about 3% of financial advisors hold the AIF designation. Transparency and disclosure of fees and investment strategy are hallmarks of the AIF code of ethics.
(source: Fi360 and DataUSA).
HERE TO SERVE YOU
