Certified Retirement Financial Advisor (CRFA)

By earning the CRFA designation, David LeFever has made a commitment to serve his retirement-focused clients with the utmost level of competency and ethical standards.  He understands the challenges of retirement and can help you develop a plan to meet them head on. 
 

Mr. LeFever is an experienced financial services professional who has completed the Certified Retirement Financial Advisor program of study on the financial challenges faced by retirees.  Upon course completion, he successfully passed an extensive closed-book exam and signed the Society of Certified Retirement Financial Advisors Code of Ethics.  He also pledges annually to provide ethical and objective recommendations to his clients.  In addition to the Continuing Education (CE) required by the state, Mr. LeFever is also required by CRFA to complete 15 hours of CE in the field of retirement planning per year, four of which must be related to ethics.

The CRFA areas of study include:

• Asset harvesting to last a lifetime
• Asset allocation for retirees
• Taxation of Social Security
• Tax deferred vs. tax-free investments
• Protection of principal and income guarantees
• IRA and retirement plan distribution planning
• Long-term care planning
• Estate planning and wealth transfer
• Income laddering 

Please click "REQUEST A CONSULTATION" below to learn about how we can help you overcome the challenges of retirement planning.