The CRC Designation

What is a Certified Retirement Counselor?   

More and more of our clients are expressing concerns about retirement and whether or not their current plans are on track.  The CRC designation represents Ken’s commitment to helping those individuals who are serious about making smart choices in regards to saving and investing for their retirement.  More specifically, the CRC designation is designed to enable financial services professionals to meet the increasingly complex challenges facing today’s retirees.   One of the primary fundamentals found within the CRC designation is the focus on retirement income management, including the identification of income and expense gaps, management of retirement risk, conversion of resources into income, and effectively counseling clients to help them understand the importance of preparing psychologically, socially, physically, geographically and financially for retirement.