Our Qualifications

Alan Tichman, CFP® has been working with individuals and businesses in the area since 1989.

He has extensive personal and professional experience.

He is a CERTIFIED FINANCIAL PLANNER ™, and is registered and licensed to sell a variety of investment and insurance products.

He is dedicated to developing lasting relationships with all our clients. He believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with his firm is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more confident financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.