The Schnur McCance Group Difference
When you work with The Schnur McCance Group, you’ll have a dedicated team of wealth management experts by your side creating a customized financial plan that aligns with your unique goals and values.
Our team is comprised of long-tenured and highly credentialed individuals. We leverage our in-house resources as well as an external team of experts so we are constantly learning and providing perspective on the latest financial planning and investment management strategies.
CPWA® Designation
Lyric holds the Certified Private Wealth Advisor (CPWA®) credential which is earned by and granted to advanced wealth managers and advisors who successfully complete the Experience, Education, examination, and Ethics requirements of their program. A CPWA® professional is someone who can help you manager your unique tax, estate and investment issues as a part of your broader financial picture.
CLU® Designation
T.J. holds the Chartered Life Underwriter (CLU®) Designation earned through The American College of Financial Services, which is one of the oldest and most respected professional designations in the financial services industry. The CLU® Designation is earned by a financial professional demonstrating detailed knowledge and expertise in the areas of Insurance Planning and Insurance Law, Estate and Tax Planning and Business Succession Planning to name a few, through a series of numerous exams spanning many years of study while also meeting rigirous Etihcs standards required of the program.
CLTC® Designation
T.J. holds the Certification in Long-Term Care (CLTC®) Designation helps financial working with their clients on various planning options to address potential extended care needs and navigate the emotional, physical, and financial consequences of long-term care and it's impact on their financial plan and their family.