Our Designations

Chartered Financial Consultant (ChFC®)

Lynzie Wolters' first designation, ChFC®, has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC®exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest level of academic accreditation.

Retirement Income Certified Professional (RICP®)

Lynzie Wolter's second designation, RICP®, provides comprehensive instruction on building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a strategy for generating sustainable income from available resources—whether that means using systematic withdrawals from a portfolio, building an income floor with bonds or annuities, or using a bucket strategy.

The program, developed by more than 45 of the nation’s top retirement planning experts, provides students with best practices in areas including:

- Social Security claiming
- Evaluating and addressing risks faced in retirement
- Choosing distributions from employer sponsored plans
- Medicare and other health insurance choices
- Planning for long-term care needs
- Choosing appropriate housing
- Income tax and legacy planning

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