Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS

What is a ChFC?

ChFC® stands for Chartered Financial Consultant®. It is a professional financial services designation granted by The American College (Bryn Mawr, Pennsylvania) to individuals who have proven themselves to be:

Educated

Qualified

Experienced

Ethical

Knowledgeable

By earning their re-certification every two years through The American College, thereby ensuring they are informed on the latest developments in financial services.

What can a ChFC do for you?

A ChFC® (Chartered Financial Consultant®) is an educated, experienced, and qualified professional committed to the financial well-being of your family, your business, and yourself. A ChFC® can provide professional guidance on a broad range of financial topics and help you:

Create a Sound Financial Solution

• Achieve your financial goals.
• Analyze your overall financial situation.
• Identify your life and health insurance needs.
• Identify your personal property and liability risks.

Reduce Your Income Taxes

• Review your current income tax situation.
• Develop strategies to reduce and defer your income taxes.

Increase Your Nest Egg for Retirement

• Prepare a retirement plan that will meet your needs.
• Select the best tax-advantaged retirement plan.

Increase Your Investments

• Achieve your short- and long-term financial goals.
• Identify appropriate investment opportunities.
• Design a portfolio that will accommodate your personal objectives and level of risk tolerance.

Enhance the Value of Your Estate

• Provide for your financial security during your retirement.
• Enhance your family’s security through the accumulation of an estate.
• Conserve your existing assets.

Why select a ChFC?

You deserve the best possible financial guidance. A ChFC® is a qualified professional who can provide comprehensive solutions for your financial security.

A ChFC®:

• Pledges to place your interests above all else when helping to establish financial goals and implement a financial solution.

• Pledges to follow the latest industry developments and legislative challenges to help you reach your financial goals.

• Pledges to adhere to a strict code of ethics.

• Is committed to providing you with superior service.

• Has successfully completed a comprehensive curriculum of college-level courses from The American College.

• Has a minimum of three years of qualifying professional experience.

• Is one of a select group within the financial services field to earn this respected credential in financial planning.

Since its inception in 1982, more than 45,000 individuals have earned the ChFC® designation.