Keystone Financial Services' Advisor Megan McMillan Earns CRPC® Designation
Keystone Financial Services is pleased to announce that Financial Advisor, Megan McMillan of the firm's Atlanta office has been appointed as a Chartered Retirement Planning CounselorSM or CRPC® by The College for Financial Planning®. With the CRPC® designation, McMillan has acquired the tools necessary to effectively assess existing and potential clients' long-term planning situation and needs—and then evaluate retirement options and make appropriate recommendations. By applying these concepts, she is able to differentiate herself and gain a competitive advantage while being better prepared for the changing demands of the retirement planning profession.
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. The CRPC® designation is the industry-benchmark for retirement planning credentials and is encouraged by the top firms in the industry.
Megan McMillan is a Financial Advisor with Keystone Financial Services. She is licensed to offer securities and advisory services through Independent Financial Group, LLC. Through her career as a Financial Advisor, McMillan is able to live out her passion of helping others. She is dedicated to assisting her clients as they seek to preserve wealth and pursue their long-term financial objectives and assists in all aspects of retirement and estate planning. Now as a CRPC® designee, McMillan has the opportunity to further her client-centered focus by helping individuals and families identify and analyze what they should do today to work toward a secure tomorrow.
Megan McMillan earned a Bachelor of Science degree in Finance and minor in Accounting from Franciscan University of Steubenville in Ohio. A native of Georgia, Megan and her husband, Ben, reside in the metro Atlanta area. When not servicing clients, she enjoys the outdoors, traveling and spending time with family and friends. Megan McMillan can be reached at 770.241.9434 or MeganMcMillan@kfsemail.com.
About Keystone Financial Services
Knowledge, Integrity, Service, and Trust, provide the foundation on which Keystone Financial Services was founded. We are dedicated Financial Planners and Advisors offering solutions through our affiliation with Independent Financial Group, LLC, a registered investment adviser, for all of our clients' financial needs. Keystone Financial professionals are considered employee benefit specialists for many Fortune 500 companies. We specialize in educating our clients about their employee benefits and in using those benefits to help them pursue their financial goals. When you work with Keystone Financial Services, we develop a financial plan that not only focuses on your long term objectives, but also helps you with your current financial obstacles. Together, we can help you create a plan designed to achieve your financial success.
About The College for Financial Planning®
The College for Financial Planning® is the country’s oldest and most widely respected provider of financial planning education. Since 1972, the College has delivered the highest quality educational programs, courses, and materials to financial services professionals. Today, more than 81,000 graduates continue to excel in their professions and are consistently cited as some of the best advisors in the country.
Important Disclosure:
Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Member FINRA/SIPC. Keystone Financial Services and IFG are unaffiliated entities.
