Helping you negotiate financial challenges
At the Generational Planning Solutions Group, we have CFP® and RICP® professionals available to help you negotiate different financial planning challenges throughout your life. Read on to learn more about these designations and how they help ensure we are serving our clients well.
Fred J. Sherrill: A CERTIFIED FINANCIAL PLANNER® professional
When choosing a wealth management team to help you meet your financial goals, there are significant benefits to working with a team that has a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. This well-regarded certification is awarded by the CFP® Board to individuals who have met rigorous educational, testing and ethical standards. You can expect an advisor with the CFP® certification to:
- be well-versed in developing integrated wealth management plans;
- have a robust theoretical and practical knowledge of investment products and services;
- maintain an unwavering commitment to the highest ethics; and
- display a steadfast commitment to putting your interests first.
Joanna St.Clair: A RICP® professional
A Retirement Income Certified Professional® has undergone comprehensive training in order to provide the type of guidance needed to structure effective retirement income plans in today’s regulatory environment. The RICP® program offers relevant solutions to modern retirement income planning scenarios ranging from common to complex.
Retirement is one of the most important events in a person’s life. We encourage you to enlist the assistance of a RICP® professional to help ensure that you are well prepared to live the retirement of your dreams.
Put these specializations to work for you
If you would like to learn how Generational Planning Solutions Group can put these specializations to work for you, please contact us today.
