Chartered Life Underwriter (CLU)
The CLU is a prestigious designation achieved by professionals in insurance and financial services. A CLU earns the designation by meeting comprehensive educational, professional experience and ethical requirements.
As a CLU, I am better able to provide a number of services, including estate conservation, financial planning, retirement planning, employee benefit planning, and business and tax planning.
To earn this designation, CLU candidates must pass a comprehensive curriculum of ten college level courses from the American College, in Bryn Mawr, PA. For more information, you can reach them at 610-526-2500.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.