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Chartered Financial Consultant - Chartered Financial Consultant (ChFC®)

Socially responsible investing - Socially Responsible Investing or Socially Responsible Investment, often abbreviated to SRI, is an umbrella term for a philosophy of investing by both financial and social criteria. SRI investors seek to align their personal values and financial goals by choosing to invest in companies and organizations displaying values comparable to their own.

Financial advice - Financial Advice is advice given in relation to financial matters such as investing, insurance, borrowing, saving and retirement planning.

Primerica Financial Services - Primerica Financial Services (PFS) is a wholly owned subsidiary of Citigroup, which engages in direct marketing of financial services, notably term life insurance, long term care insurance, mortgage refinancing, mutual fund investing, and prepaid legal services.

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