Building your retirement roadmap

I'm beyond thrilled to share the news that I've officially earned my RICP® designation!

A Retirement Income Certified Professional® helps clients make the most of their retirement income and investments. I have the expertise to develop a personalized income plan that takes into account your unique goals, lifestyle, and risk tolerance.

To attain the RICP® designation, I took 420 hours of coursework that involved interactive sessions, case studies, and real-world scenarios to enhance my practical skills and decision-making abilities. I then sat for 3 separate exams to assess my proficiency in areas such as retirement income analysis, Social Security expertise, Medicare nuances, annuity products, retirement plan distribution strategies, and ethical considerations.

With this new designation, I’m able to provide my clients with specialized knowledge when building a plan to cover all aspects of their pre-and post-retirement.  Thereby, allowing them to enjoy the present moment, while also setting themselves up for a bright and secure future.

As a Retirement Income Certified Professional®, I am required to renew my certification periodically by completing additional continuing education credits and reaffirming my commitment to ethical standards. This renewal process ensures that I maintain my expertise and relevance in an ever-changing landscape.

Becoming a RICP® is not just about acquiring a title; it's about demonstrating a commitment to excellence in retirement income planning and providing exceptional service to my clients. I love working with my clients to develop their personalized plan that allows them to picture their future with joy and excitement.

So, whether you’re dreaming of traveling the world in retirement or simply want to live comfortably without worrying about money, I’ve got your back!