Roger holds the coveted and well-earned designations of Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RIPC®) from the American College. He is also a licensed insurance agent for life and health insurance and a Certified Paralegal for Estate Planning.
Mutual Funds are one of the most popular tools in use today for people who want to invest. They are convenient, liquid, professionally managed, diversified and perceived as “simple.” While much of that can be true, do you understand what the cost is for that convenience? For that matter, do you have any idea what you are actually investing in?
Roger holds the coveted and well-earned designations of Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RIPC®) from the American College. He is also a licensed insurance agent for life and health insurance and a Certified Paralegal for Estate Planning.