Financial Planning, Financial Advisor, Life Insurance, Retirement Planning
Financial Planning, Financial Advisor, Life Insurance, Retirement Planning
We are proud to share that Joel Marius, has officially earned the Retirement Income Certified Professional (RICP®) designation!
This achievement represents years of hard work, dedication, and a deep commitment to mastering the complex strategies that help people build sustainable, reliable income in retirement. The program challenged me to think critically about how to help clients not just retire—but retire confidently.
With this milestone, I’m excited to focus even more on helping individuals and families create effective retirement income strategies that support long-term financial security and peace of mind.
The RICP® is the nation’s leading credential for building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a sustainable retirement income strategy from available resources—whether that means using systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy.
The program, developed by more than 45 of the nation’s top financial retirement advisors, provides RICP® credential holders with best practices in areas including:
• Social Security claiming
• Evaluating and addressing risks faced in retirement financial planning
• Choosing distributions from employer sponsored retirement financial plans
• Medicare and other health insurance choices
• Planning for long-term care needs
• Choosing appropriate housing
• Retirement income tax and legacy planning
The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. Graduates and designees of The American College of Financial Services have studied, passed rigorous exams, and proven that they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the people they serve.
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