Our Partnerships

Cindy is a Member in good standing of the Ed Slott Elite IRA Advisor Group.  This is an intense study group that teaches financial advisors how to avoid the pitfalls associated with managing retirement assets.

Ed Slott, a CPA, began the group after he realized how many mistakes financial advisors were making in various areas of retirement planning.  The group meets at least twice annually for two days each to learn about the latest changes in the tax code and how they affect clients.

Due to the rigorous training and testing required to become an Ed Slott Elite Advisor, there are less than 400 advisors nationwide.  You might recognize Ed Slott as the host of "Ed Slott - Retire Safe and Secure," one of the most popular programs on national Public Television.

For more information about the benefits of working with an Ed Slott Elite Advisor, please click on the links below or call us.