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Andrew J. McCausland, CFP®, CLU(R), ChFC(R), Investment Advisor Representative, Managing Director of The McCausland Group
Experience gained through continuous education
Certified Financial Planner (CFP®)
Chartered Life Underwriter (CLU(R))
Chartered Financial Consultant (ChFC(R))
Experience in the design of programs and integration of benefits
Key executive deferred compensation
401(k), pension plans and employee benefits
Annuities
Experience in the development and communication of
financial strategies
Investment selection process
Asset allocation
Educational seminars
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