Future Matters, Inc
Credentials
EXPERIENCE
For over 35 years Michael Jimenez CFP, CRPS, ChFC, CLU has worked with individuals, corporations, small business owners, and non-profit organizations by designing, implementing, and help managing their retirement plans and financial goals.
CERTIFICATIONS
BSBA from the University of Colorado
Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) Designations from The American College studies included:
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Fundamentals of Financial Planning
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Income Taxation
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Individual Life Insurance
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Life Insurance Law
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Group Benefits
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Planning for Retirement Needs
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Estate Planning Applications
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Wealth Accumulation Planning
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Fundamentals of Estate Planning
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Planning for Business Owners and Professionals
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Financial Planning Applications
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Investments
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Financial Decision Making at Retirement
Chartered Retirement Plans Specialist SM (CRPS®) designation from the College for Financial Planning® studies included:
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Types & Characteristics of Retirement Plans
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Individual Retirement Accounts (IRAs)
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SEP, SIMPLE & SARSEP Plans
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Defined Contribution Plans
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Defined Benefit Plans
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Fiduciary Issues, Prohibited Transactions, Claims & Examinations
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Nonprofit Organization & Government Plans
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Qualified Plan & IRA Distributions
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401(k) Plans
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Plan Design, Installation, Administration & Amendments
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Plan Establishment, Operation, Investment Objectives, Penalties & Termination
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) Issued by the CFP Board of Standards studies included:
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Financial Planning Process
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Tax Planning
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Employee Benefits and Retirement Planning
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Estate Planning
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Investment Management
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Risk Planning
LICENSES
FINRA Examinations
Series 6 investment company products/variable contracts Representative
Series 63 - uniform securities agent state law
Series 26 investment company products/variable contracts Principal
Series 66 – uniform combined state law and uniform investment advisors law
State of Colorado Life, Accident & Health License & State of Colorado Variable Contract License
Registered in the following states:
California Colorado Conneticut Delaware Georgia Hawaii Massachusettes
Minnesota Montana New Mexico Ohio Oklahoma South Carolina Texas Virginia