Our Qualifications

CLTC(R) - Certified in Long Term Care  A professional with a CLTC designation has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the road. The best way to protect families from the potential devastation of long-term care is not to sell a product, but rather, offer advice that leads to a plan to mitigate those consequences.

GFS(R) - Global Financial Steward Fiduciary Ethos is based on a hierarchical framework which begins with a traditional, five-step investment process (Analyze, Strategize, Formalize, Implement, and Monitor). For each Step, we also have identified the leadership behavior that is essential for the execution of that Step (Intelligent, Innovative, Decisive, Courageous, and Honest). Central to this process is the need to assess performance on an ongoing basis, and to make necessary adjustments.~ Don Trone