We believe education is invaluable to making sound financial decisions – both for you, the investor, and for us as your advisor. As we keep up with the evolving regulations and nuances of the financial services industry, we have sought out opportunities to continually hone our expertise and learn new and better ways to serve your needs. When you work with us, you will receive the personalized service you have come to expect, backed by the knowledgeable guidance of renowned industry organizations.
A Certified Plan Fiduciary Advisor (CPFA) is a financial professional that demonstrates expertise and experience working with retirement plans. The CPFA has gained knowledge in an array of topics including fiduciary roles and responsibilities, fiduciary oversight, plan investment management, and plan management.
The purpose of retirement financial planner is to help individuals who are at or near retirement build a plan to ensure they meet their retirement income and other financial goals throughout their nonworking years and manage the many risks they may face. Coordinated planning and better decision making can improve retirement security. Research has shown that better decisions can make a big difference in retirement income.
Demand for retirement expertise is strong: as retirement age in the U.S. slowly edges up, current projections indicate that10,000 Baby Boomers retire daily. This is a trend expected to continue through 2030 and changing laws and corporate cultures have more people than ever thinking about their retirement financial plan.
Eric Johnson earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. Using the most current retirement portfolio management techniques, the RICP® advisor helps to identify retirement income needs and objectives relative to the client’s lifestyle goals in retirement. Individuals who earn an RICP® designation can provide knowledgeable advice on a broad range of retirement topics including the proper use of annuities, mitigation of risks to retirement income planning, estate issues, Social Security, health insurance, housing decisions, and income taxation. Communicating and coordinating with your CPA, Estate Attorney, and/or other Trusted Advisors is essential to a solid retirement plan.