Licenses are a requirement, education and designations are not…
Our founder and president has two of the most distinguished designations in the industry.
The Chartered Advisor for Senior Living® (CASL®) designation is truly a mark of excellence. The CASL® designation delivers the rigor and specialized knowledge a planner needs to be truly effective in retirement planning.
The RICP® (Retirement Income Certified Professional®) designation teaches professionals techniques and best practices used to create sustainable streams of retirement income.
Where Should I Put My Money?
There is no "one best place" to put your retirement money because each persons' needs are unique. In order to make sure your money is in the appropriate place for you, your individual circumstances must be considered.