Retirement Expert Jim Flanagan Attains Rare MRFC Certification.
Byline: Matt Baron
Since 2001, Bentron Financial Group has provided comprehensive wealth management services for people at or near retirement in a straightforward and transparent fashion. Recently, that heritage was bolstered by a significant milestone in the company's commitment to excellence: founder Jim Flanagan attained certification as a Master Registered Financial Consultant.
Fewer than one percent of financial professionals have gained the certification, according to the International Association of Registered Financial Consultants (IARFC), which developed and publishes the program.
Flanagan fulfilled the extensive requirements of the program by demonstrating his experience in business and commitment to education and business integrity through rigorous exams and assessments. The mark of this professional status is rare among financial advisors and demonstrates Flanagan's dedication to providing enhanced financial services to his clients.
Of the 12,578 Registered Investment Advisors nationwide in 2018, only 93 were Master Registered Financial Consultants, according to the IARFC. That translates to one out of every 135.
"We feel that to obtain the MRFC credential is significant when dealing with the public," said Barry Dayley, chairman of the IARFC board. "Those who have earned it are a testament to transparency of purpose and integrity of client relationships. We salute their efforts and their dedication."
The IARFC is a non-profit professional association of financial professionals dedicated to educating and training financial practitioners to help their clients. Important components of the MRFC certification program include continued education, professional improvement and ethical behavior.
As an MRFC professional, Flanagan will undergo 40 hours of continuing education each year and adhere to the IARFC's Code of Ethics to ensure his ongoing commitment to excellence.
"We feel our Code of Ethics is an honorable binding contract," IARFC Chairman H. Stephen Bailey said. "To serve the public under this oath is the fundamental purpose of any member of our profession."
About Jim Flanagan and Bentron Financial Group
Jim Flanagan, the founder of Downers Grove-based Bentron Financial Group, has provided financial guidance to people at or near retirement age for over 30 years. In that time, he has become a nationally recognized expert on financial issues impacting older adults and late-life transitions.
In 2001, after working in the fields of financial service and risk management for 15 years, Flanagan formed Bentron Financial Group, LLC. Since then, Flanagan has become the chairman of Oak Park/River Forest Township Senior Services Committee and founded the Celebrating Seniors Coalition, a not-for-profit organization that provides seniors with emergency services and raises public awareness of issues affecting seniors in Oak Park, River Forest and Forest Park.
He is also the author of "Packing for Retirement: A Practical Guide to Prepare for Retirement at Any Age." Published in 2019, the book offers a comprehensive overview of the myriad facets of retirement planning.
For more information about Celebrating Seniors, visit www.CelebratingSeniors.net.
For more information about Bentron Financial Group, visit www.bentron.com.
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|Title Annotation:||Submitted Content|
|Publication:||Daily Herald (Arlington Heights, IL)|
|Date:||Feb 16, 2019|
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