Kenneth A. Pikor, President

CERTIFIED FINANCIAL PLANNER™ (CFP®)

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

CFP® certificants must pass the comprehensive CFP® Certification Examination, pass CFP Board's Candidate Fitness Standards, agree to abide by CFP Board's Code of Ethics and Professional Responsibility which puts clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. These are just some of the reasons why the CFP® certification is becoming increasingly recognized.

Check out the background of firms and investment professionals on FINRA's BrokerCheck http://brokercheck.finra.org

IRA SPECIALIST

Completed advanced education in Retirement Distribution Planning from Ed Slott & company (America's IRA experts).

ENROLLED AGENT

Enrolled to practice before the Internal Revenue Service.
Client Representation
IRS Audits, Appeals, collection problems, tax liens.

NOTARY PUBLIC, STATE OF OHIO. 

Member (Click on links for additional information):

• Michigan State University Alumni Association
• NATP - National Association of Tax Professionals Achievers Club
  Members must be in good standing of NATP, and complete a minimum of 40 hours in professional continuing education courses on income taxes annually.
• NTPI - National Tax Practice Institute
  Graduate Fellow
• NSA - National Society of Accountants
• NAEA - National Association of Enrolled Agents.
• OSSEA - Ohio State Society of Enrolled Agents
  President, 2001-2002
  Vice President, 1999-2000
  Director-At-Large, 1998-1999
  Charter Member