Financial Planning

Comprehensive Financial Planning

Most people think all financial planners are "certified," but this isn't true. Anyone can call himself a "financial planner." Only those who have fulfilled the certification and renewal requirements  can display these certification marks, which represent a high level of competency, ethics and professionalism.

Here are just a few of the many areas where a ChFC® can assist you:

  • Creating a comprehensive financial approach
  • Protecting your assets and managing risk with appropriate levels of insurance
  • Managing taxes better for you and your business
  • Helping you secure your retirement
  • Building an investment approach to help you reach your goals
  • Enhancing the value of your estate to take care of your loved ones

Orion Willis, your Chartered Financial Consultant®, has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken nine or more college-level courses on all aspects of financial planning from The American College of Financial Services, a non-profit educator with the highest level of academic accreditation.

The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted distinction. Each ChFC® must also complete a minimum of 30 hours of continuing education every two years and must meet extensive experience requirements to ensure that you get the professional financial advice you need.

Orion Willis, your Chartered Life Underwriter®, has successfully completed all courses pertaining to selected program, met experience requirements and ethics standards, and agrees to comply with The American College Code of Ethics and Procedures.  The CLU®  designation is the world's most respected designation of insurance expertise.