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Future Matters, Inc

Credentials

EXPERIENCE 

For over 35 years Michael Jimenez CFP, CRPS, ChFC, CLU has worked with individuals, corporations, small business owners, and non-profit organizations by designing, implementing, and help managing their retirement plans and financial goals. 

CERTIFICATIONS

 BSBA from the University of Colorado

Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) Designations from The American College studies included:

  • Fundamentals of Financial Planning  

  • Income Taxation

  • Individual Life Insurance  

  • Life Insurance Law

  • Group Benefits    

  • Planning for Retirement Needs

  • Estate Planning Applications   

  • Wealth Accumulation Planning

  • Fundamentals of Estate Planning  

  • Planning for Business Owners and Professionals

  • Financial Planning Applications  

  • Investments

  • Financial Decision Making at Retirement

Chartered Retirement Plans Specialist SM (CRPS®) designation from the College for Financial Planning® studies included:

  • Types & Characteristics of Retirement Plans

  • Individual Retirement Accounts (IRAs)

  • SEP, SIMPLE & SARSEP Plans

  • Defined Contribution Plans

  • Defined Benefit Plans

  • Fiduciary Issues, Prohibited Transactions, Claims & Examinations

  • Nonprofit Organization & Government Plans

  • Qualified Plan & IRA Distributions

  • 401(k) Plans

  • Plan Design, Installation, Administration & Amendments

  • Plan Establishment, Operation, Investment Objectives, Penalties & Termination

CERTIFIED FINANCIAL PLANNER™ professional (CFP®) Issued by the CFP Board of Standards studies included:

  • Financial Planning Process

  • Tax Planning

  • Employee Benefits and Retirement Planning

  • Estate Planning

  • Investment Management

  • Risk Planning

LICENSES

FINRA Examinations

Series 6 investment company products/variable contracts Representative    

Series 63 - uniform securities agent state law 

Series 26 investment company products/variable contracts Principal     

Series 66 –   uniform combined state law and uniform investment advisors law

State of Colorado Life, Accident & Health License & State of Colorado Variable Contract License

Registered in the following states:

 California    Colorado    Conneticut    Delaware Georgia    Hawaii        Massachusettes   

Minnesota    Montana    New Mexico    Ohio    Oklahoma    South Carolina    Texas  Virginia            

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