What is the CRPC® Designation

A Chartered Retirement Planning CounselorSM (CRPC®) is a financial professional specially trained to help clients like you prepare for both the opportunities and challenges of retirement. CRPC® designees bring in-depth expertise in investment planning and a deep understanding of the complex needs faced during the pre- and post-retirement stages of life.

What Sets CRPC® Professionals Apart?

To earn the CRPC® designation, Financial Advisors must complete a rigorous training program through the College for Financial Planning, covering critical topics such as:

  • Asset management

  • Estate and tax planning

  • Retirement income strategies

  • Risk management and insurance considerations

In addition to passing a comprehensive examination, CRPC® professionals must adhere to a strict code of ethics to ensure client-first guidance at every step.

What a CRPC® Professional Can Do for You

A CRPC® professional can evaluate your full financial picture and help you stay on track with a customized strategy. Here’s how:

✅ Retirement Planning

Gain clarity on your retirement path with:

  • Projections of your portfolio’s future value

  • Estimates of expected retirement income

  • Calculations showing how long your assets may last in retirement

This analysis can help answer the question: “Will I have enough?”

✅ Asset Allocation Strategy

Receive a comprehensive snapshot of your current investment mix, along with:

  • Personalized recommendations for repositioning assets

  • Strategies to help align your investments with your goals

  • Insights to potentially reduce unnecessary risk in your portfolio

Note: Asset allocation does not eliminate market risk or guarantee returns.

✅ Estate Tax Projection*

Discover how much of your estate may pass to your heirs and identify strategies to:

  • Minimize potential estate tax liability

  • Retain more wealth within your family

  • Structure your legacy with intention

✅ Retirement Planning for Business Owners

If you're a small business owner, you can receive no-cost proposals for plans such as:

  • SIMPLE IRAs

  • SEP IRAs

  • Owner-Only 401(k)s

Each proposal outlines features, benefits, and step-by-step guidance on how to establish and maintain a tax-advantaged retirement plan for you and your business.

Want help understanding your retirement outlook?
Let’s build a strategy designed around your life and goals.