Qualifications

Why trust us to give you financial advice and help you make some of the most important and complex decisions of your life?  We have over 10 years of personal experience in the financial industry, an extensive educational background, certifications from the most respected organizations in the financial planning community, and a dedication to continually upgrading that knowledge over time so that we can offer you the highest quality advice.

Your Advisors:

Phil Ratcliff: 

 

Phil studied Military History and Computer Science at The United States Military Academy at West Point where he was in the top 10% of his class.  He graduated with a Bachelor of Arts in History from the Ohio State University in 2003. Later, he studied towards his Master’s in Business Administration through Webster University, which was about two-thirds completed when he put it on hold to work on his financial practice and earn his Certified Financial Planner (CFP®)Designation & Chartered Financial Consultant (ChFC®) Designation. 

Tony Jones:

 

Tony initially started college at a local community college outside of Chicago, in Des Plaines Illinois where he is from.  After completing two years of study at Oakton Community College, he completed his studying at Indiana University where he graduated with a Bachelor of Science in Accounting in 1990.  He completed his MBA in 2007 from Lake Forest Graduate School of Management.  In 2016, he earned his Certified Financial Planner Designation (ChFC®).  Currently, he is working to obtain his Enrolled Agent License through the IRS.

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Certifications:

 

Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board’s Standards of Professional Conduct require CFP® professionals to look out for your interests above their own

 

Your Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken eight or more college-level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation.

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