Adhering to the Current Industry’s Best Practices
We pursue regular education so that we can provide you with dependable advice. Our advice is based on the latest investment, tax, and estate planning facts and philosophies.
Furthermore, we pay licensing fees as well as Errors and Omissions insurance fees each year as a condition of doing business. When you deal with us, you are working with an honest, lawful firm that cares about you and your financial situation.
On the other hand, CERTIFIED FINANCIAL PLANNER® professional and Investment/Insurance Advisor Karin Rimnyak endeavors to complete a minimum of 30 hours of continuing education each year. She also fulfills education requirements as an investment advisor and insurance representative.