Broker Check

Professional Memberships/Designations

Retirement Income Certified Professional - RICP® 

What is the RICP®?

The RICP® is a professional designation for financial advisors. Having the RICP® designation means the advisor has a specialized education in retirement income, and is committed to professional and ethical best practices.

Why is the RICP® different?

Typically, financial advisors are trained to help clients accumulate wealth. But what happens in retirement? Clients need to ensure that the wealth they've spent decades building will last through retirement, and maybe even beyond.

The RICP® is a mark of certification that acknowledges that you advisor has the knowledge to help you enjoy a secure and sustainable retirement.

What is the RICP® ?

Chartered Financial Consultant - ChFC®

What is the ChFC® ?

The ChFC® designation represents a comprehensive education that addresses all aspects of personal financial planning, with a focus on practical, real-world applications. ChFC® designees are committed to professional and ethical best practices and must recertify this commitment annually.

 Why is the ChFC® different?

You may have heard of the CFP® designation. The ChFC® education is much like the CFP® certification education, but with additional required instruction on the principles of financial planning for a broad array of contemporary scenarios found in today’s social and economic environments. The ChFC® is a mark of excellence that acknowledges that your advisor has a comprehensive education in financial planning, with an emphasis on modern, applications-based concepts.

What is the ChFC® ?

Certified Financial Planner - CFP®

What is a CFP®?

Certified Financial Planner (CFP®) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. 

What is required to become a Certified Financial Planner?

Earning the CFP® designation involves meeting requirements in four areas: formal education, performance on the CFP exam, relevant work experience, and demonstrated professional ethics.

Ed Slott's Master Elite IRA Advisor  

"Being a part of Ed Slott’s Master Elite IRA Advisor Program has been an educational experience since day one.  Ed and his team of technical analysts have armed me with the ability to articulate and apply to real world situations the most intricate and confusing issues that only the IRS can create."

- Jonathan Waters

What is an Ed Slott Elite IRA Advisor?