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Business Coaching
Financial and Business Coach
Serving Individuals and small businesses since 1974
Has 50 years experience as a small business owner, specializing in business and financial consulting. Jim has helped hundreds of individuals and small business owners accomplish their goals and objectives, while maintaining a balanced life.
He has coached in all areas from start up businesses to high performing business owners. Every client receives undivided attention! His passion is to help people
“Lift Their Vision High”!
He holds credentials as a:
Previously, Mr. Wyrostek retired from a 20-year career as a Certified Financial Planner with Ameriprise Financial (formerly American Express Financial Advisors) and IDS Life Insurance Company in September 2010, and from April 1974 to December 1989.
He was the Owner and President of Wyrostek Renbarger Associates, Inc., a business and tax consulting firm. ( Enrolled Agent, Enrolled to practice before the IRS)
Mr. Wyrostek also holds the Accredited Estate Planner® (AEP®) and Chartered Life Underwriter (Emeritus) (CLU®) designations.
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 62,000 individuals have obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
• Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university).
CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
Board of Christian Life Coaching
The BCLC is affiliated with World’s largest and most diverse faith-based mental health organization, the American Association of Christian Counselors. (AACC)
A credential with the Board of Christian life Coaching demonstrates that a person has prepared themself for excellence in practice and ministry.
Fiduciary Duty:
At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client.
https://www.cfp.net › ethics › code-...
Code of Ethics and Standards of Conduct - CFP Board
CLU® and a ChFC®
The ChFC® is an acronym for Chartered Financial Consultant. This certification program is offered by The American College of Financial Services to individuals who have completed an intensive program of study in the area of financial planning.
The designation is earned once the financial professional has met all requirements to be recognized as an authoritative practitioner in financial counseling and planning.
The designation is also available for individuals who have met specific educational and experience guidelines.
A CLU®, on the other hand, is the designation earned by financial professionals who have studied in-depth the risks involved with certain insurance annuities and policies, such as life insurance.
A CLU® or ChFC® designation indicates that an individual has completed a comprehensive program of study that has been developed and governed by The American College of Financial Services.
Although these designations are available to all qualifying candidates, they are especially popular among those who work in financial services businesses.
The CLU is widely considered to be the most respected insurance designation in the industry.
This designation was created in 1927 by the American College in Bryn Mawr, Pennsylvania.
The CLU has traditionally been pursued by agents who wish to specialize in life insurance for business or estate-planning purposes.
A Chartered Life Underwriter® (CLU®) is a financial professional with extensive knowledge of the life insurance industry and the underwriting process. In most states, a CLU® designation exempts you from pre-licensing education and underwriting certification requirements.
The ChFC® is an acronym for Chartered Financial Consultant®. This certification program is offered by The American College of Financial Services to individuals who have completed an intensive program of study in the area of financial planning.
The designation Chartered Financial Consultant® (ChFC®) reflects that an individual has completed advanced coursework in personal financial planning and passed comprehensive exams. A CFP® professional has also completed a college degree plus met specific coursework and passed comprehensive exams.
The CFP Board of Standards sets and enforces standards for the CFP® mark in their privacy policy, and ensures that CFP® professionals are held to the highest standard of integrity, ethics, and professionalism. The CFP Board owns the CFP® mark, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP® certification.
ChFC® implies that the applicant possesses expertise in various financial planning processes, similar to the CFP® certification. ChFC® is important for advisors who offer assistance with retirement planning, estate planning, wealth management, and sell life insurance, disability income, or long-term care policies that are regulated by state insurance departments.
AEP®
The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
It is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.
NAEPC has designated The American College of Financial Services as the primary provider of the education courses required to earn the AEP® designation
50 YEARS EXPERIENCE
Jim Wyrostek, CFP® CLU, ChFC, AEP
CERTIFIED FINANCIAL PLANNER™
Financial Coaching and Consulting
Financial Advice….Affordable Price
Appointments Only
No Products Sold…Fee Only
352-480-0780
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