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.