Retirement Income Certified Professional (RICP)

An RICP® specializes in the complexities of:

Income planning

Social Security claiming

Asset management and wealth transfer

Long-term care planning

Life insurance

Business succession planning

More information at Why You Need an RICP® - Why RICP

Wealth Management Certified Professional^®(WMCP)

A WMCP® focuses on the complexities of:

Goal-based wealth management

Efficient tax strategies

Investment and risk management

Account construction

Strategic investing

More information at Why You Need a WMCP® - Why WMCP

Certified Exit Planning Advisor (CEPA)

On the surface, it may seem like the main goal in exit planning is harvesting the value in your business and exiting happily into the next phase of your life. However, it is so much more than that. The goal of any successful exit plan is to create a significant company.