What Working with an RICP® Can Do For You

Don’t settle for generic retirement planning advice when you can have an expert on your side.

The RICP® Advantage

Many fields, such as medicine, include professionals with different focuses and specializations. An MD, for example, is the mark of a respected physician. But did you know the same differentiation exists in financial planning?

That’s what designations like the RICP® mean: that advisors with them are educated to serve you in a complex area with specialized, in-depth knowledge that goes beyond general financial planning.

Let’s put it this way: if you were having trouble with your eyes, would you be satisfied with the advice of your general practitioner, who may not have knowledge about eye care? Or would you want to go to an opthamologist, a specialist with specific focus on the area you need to address?

In the same way, an RICP® demonstrates that your financial professional stands for excellence in retirement planning and sets them apart in a crowded field.

Research reports a massive expectation gap between what most clients want and what most financial advisors deliver.2

96% of RICP® professionals report their clients are more satisfied – an overwhelming difference.3

2 Spectrem Group. 2021. 3 The American College of Financial Services Designation Outcomes Study. 2017.

Test Your Knowledge

To retire well financially, you must understand and apply basic concepts about investing, taxes, long-term care, insurance, finances, and more. But you don’t have to do it alone! Research from The American College of Financial Services proves individuals who work with financial professionals have a better understanding of retirement topics. Take our Retirement Income Literacy Quiz to see where you may have knowledge gaps. Then discuss your results with your RICP® certified advisor to build yourself a brighter tomorrow.

Take the Quiz →

When your working years come to a close, you want to retire on your own terms with the lifestyle you’ve imagined and confidence in your plan. An RICP®’s life’s work is to make these things possible.

You’ve worked hard to build your career in a way that’s just right for you. Now, you can plan for your retirement in the way that best suits your needs–both today and in the future. With an RICP®, your future is in good hands.

Get started with your advisor and experience the RICP® difference today.

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