Awards, Credentials & Designations

Designation awarded on 2/19/2014 by the CFP Board of Standards, Inc.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.

CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER^® and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 67,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

Designation earned 3/1/2019 and awarded by the American College of Financial Services in Bryn Mawr, PA.

The RICP^® designation is a mark of expertise in the field of retirement income planning. Having the RICP^® designation means the advisor has a specialized education and knowledge in retirement income. An RICP^® is trained to help their clients mitigate the risks they may face in retirement as well as identify planning opportunities.

The RICP® is the nation’s leading credential for building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a sustainable retirement income strategy from available resources—whether that means using systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy.

The program, developed by more than 45 of the nation’s top financial retirement advisors, provides RICP® credential holders with best practices in areas including:

• Social Security claiming

• Evaluating and addressing risks faced in retirement financial planning

• Choosing distributions from employer sponsored retirement financial plans

• Medicare and other health insurance choices

• Planning for long-term care needs

• Choosing appropriate housing

• Retirement income tax and legacy planning

The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. Graduates and designees of The American College of Financial Services have studied, passed rigorous exams, and proven that they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the people they serve.

WHY WORK WITH AN RICP^®?  Check out this microsite:   An Overview - Why RICP (theamericancollege.edu)

Honor is awarded to 20 area business leaders who are under 40 years old and meet the following criteria:

• Dedication and success in their vocation
• A role model in their career
• Demonstrated leadership in their business/community
• Active community and volunteer participation

• 2024 Post-Star Best of the Region "Favorite" Insurance Agent- Nicholas G. Taylor, Jr.

• 2024 Post-Star Best of the Region "Favorite" Insurance Agency

• 2022: Post-Star Best of the Region "Favorite" Insurance Agent- Nicholas G. Taylor, Jr.

• 2022: Post-Star Best of the Region "Favorite" Insurance Agency

• 2021: Post-Star Best Insurance Agent of the Region- Nicholas G. Taylor, Jr (1st Place)

• 2021: Post-Star Best Insurance Agency of the Region (2nd Place)

• 2020: Voted 1st Place as the "Best Insurance Agency of the Region" by readers of the Post-Star newspaper

• 2019: Voted 1st Place as the "Best Insurance Agency of the Region" by readers of the Post-Star newspaper

• 2018: Voted 1st Place as the "Best Insurance Agency of the Region" by readers of the Post-Star newspaper

• 2009: Winner of the 2009 Adirondack Regional Chamber of Commerce "Professional Business of the Year" award

• 2026 President's Club Qualifier (National Life Group)
• 2025 President's Club Qualifier (National Life Group)
• 2023 President's Club Qualifier (National Life Group)
• 2010 President's Club Qualifier (National Life Group)
• 2008 President's Club Qualifier (National Life Group)

Qualification for President's Club is based on sales results.  National Life Group^® is a trade name of National Life Insurance Company, Montpelier, VT and its affiliates.