With a CRC®, you will be working side-by-side with a qualified retirement professional who has earned a credible certification that meets highly rigorous independent accreditation standards.

Whether you're working on accumulating a retirement nest egg or need help creating a retirement income plan that lasts a lifetime, your Certified Retirement Counselor® will be there to help you every step of the way.

A Certified Retirement Counselor® :

  • Comprehends what today's complex retirement plans and laws mean to you.
  • Identifies appropriate retirement savings and/or income strategies for your particular situation.
  • Understands the dynamics of life changing issues.
  • Commits to high ethical standards and continuing professional education.


When should I meet with my Certified Retirement Counselor®?

  • Try to meet with a Certified Retirement Counselor® early in your career to establish a foundation for your retirement plan
  • When you are five to ten years away from retirement, meeting with a CRC® may be the best retirement planning decision you will ever make.
  • A CRC® can develop a retirement plan you can rely on for a healthier, happier and more productive retirement. Regardless of when you start to plan your CRC® will counsel you on how to make important decisions that are right for you.

How is a CRC® Qualified to help me?

  • Examination and Experience - a CRC® must pass a challenging comprehensive exam that tests their knowledge and understanding on how to apply retirement planning concepts and strategies as well as their ability to counsel you on how to make important retirement planning decisions.
  • Ethics - a CRC® follows a fiduciary standard of only making recommendations that are in your best interest. A CRC® is required to treat your private and personal information as confidential and not share it without your permission. They also must adhere to the CRC® CODE OF ETHICS and are subject to regular professional conduct reviews.
  • Continuing Education - a CRC® is required to maintain current understanding and knowledge of retirement planning topics by submitting to a minimum of 15 hours of relevant continuing education each year.

We invite you to take advantage of our complimentary financial consultation, where you can get answers regarding your finances and information on how to get started on your financial journey.


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