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Andrew J. McCausland, CFP®, CLU, ChFC, Investment Advisor Representative, Managing Director of The McCausland Group
EXPERTISE GAINED THROUGH CONTINUOUS EDUCATION
Certified Financial Planner (CFP®)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Accredited Asset Manager Specialist (AAMS)
EXPERTISE IN THE DESIGN OF PROGRAMS AND INTEGRATION OF BENEFITS
Key Executive Deferred Compensation
401(k), pension plans and employee benefits
Annuities
EXPERTISE IN THE DEVELOPMENT AND COMMUNICATION OF
FINANCIAL STRATEGIES
Investment selection process
Asset allocation
Educational seminars
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