Serving you well WITH EXPERIENCE
AND CREDENTIALS

Our decades of combined experience as financial professionals are not only manifested in the loyal relationships we’ve built, but in the many different market conditions we have guided our clients through. Over time, those we serve have come to appreciate that we’re not only going to act in their best interest, but thoroughly know how to do so. In addition, the advisors at Scissortail Wealth Management hold the following professional designations.

CLU - Chartered Life Underwriter

The Chartered life underwriter (CLU) is a professional designation for individuals specializing in Insurance and Estate Planning. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues. The program also stresses ethics, professionalism, and in-depth knowledge when delivering advice in the areas of estate planning, business planning, and life insurance.

CFP^® - Certified Financial Planner^™

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP^® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a Certified Financial Planner^™ professional one must pass the comprehensive CFP^® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP^® professionals must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP^® certified advisor benefit you? Certified Financial Planner^™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP^® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.

CIMA^® - Certified Investment Management Analyst℠

Certified Investment Management Analysts℠ (CIMAs^®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA^® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that they believe make the most sense for your circumstances. Earning a CIMA^® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA^® board. To maintain this designation, CIMA^® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA^® certified, you’re working with someone who has the education designed to help them understand the financial complexities and risks that come with being in the highest tax bracket, to be well-versed in modern concepts of investment advice, and, perhaps most important, to be educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.