Don McCarty Earns Chartered Special Needs Consultant™ (ChSNC™) Designation
Snellville, GA – February 1, 2015 – Don McCarty, founder and Certified Financial Planner™ practitioner, Financial Decision Partners, LLC has earned the Chartered Special Needs Consultant™ (ChSNC™) professional designation from The American College, Bryn Mawr, PA.
The demand for financial advisors who understand the complexities of planning for the disabled has grown as more families include individuals with special needs and as laws that govern this field have become more complex. The ChSNC™ program is considered the most comprehensive credential available for the financial advisor interested in effectively providing special needs individuals and their families with informed financial advice designed to help preserve assets without jeopardizing access to essential support services.
In order to earn the ChSNC™ credential, financial professionals must have completed one of three advanced designations: the Chartered Life Underwriter® (CLU®), the Chartered Financial Consultant® (ChFC®) or the Certified Financial Planner™ (CFP®). Completing the ChSNC™ designation requires a minimum of 120 hours of study as part of three college-level courses that include six hours of rigorous proctored examinations.
The Chartered Special Needs Consultant™ can provide expert advice on a broad range of financial topics including special needs trusts, wills, powers-of-attorney, guardianships, Social Security and Medicaid, tax deductions and/or credits that apply to special needs individuals, and more.
Since 2000, Don has built his financial planning practice by forming strong relationships with his clients, using his technical skills to build excellent risk-based portfolios, and preparing and executing financial plans to meet his clients’ goals. As life changed things in 2006, Don’s experience with his own family’s special needs has given him a purpose and real life experience to use his financial planning skills to assist clients with special needs. He has taken his practice in a new direction by focusing on special needs planning issues. Don is a member of the Academy of Special Needs Planners and the Financial Planning Association.
Prior to founding Financial Decision Partners, Don began his practice as a Financial Planner in 1999 for Estate Management Counselors, LLC in Atlanta, Georgia. Don graduated from Oglethorpe University’s Financial Planner program in 1998. Further, Don graduated from Georgia Southern College with a Bachelor of Science in Biology degree. On June 8, 2012, the Certified Financial Planner Board of Standards conferred Don’s Certified Financial Planner™ practitioner designation. Don and his wife, Maryland, reside in Snellville, Georgia. They have one adult son, David. They are long-time members of Snellville United Methodist Church and have served in varying capacities for their church.
The American College is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies, and others for over 86 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders. Visit TheAmericanCollege.edu for more information.