CRFA is an Elite Organization for Ethical Financial Advisors   CRFA is one of six entities listed on the FINRA designation list. For more information on how YOU can become a member of our Elite Society, click on the CRFA Certification tab. A Certified Retirement Financial Advisor (CRFA) does not sell a financial service to the client and […]

Our Mission Statement: Our mission is to educate financial advisors concerning financial services required to meet the needs of a retiree during the distribution years in a knowledgeable and ethical manner.  The mission includes principles of competency and objectivity.