“A Place Where Independent Financial Advice and Integrity Converge”

CONNECT

Address:

400 Bob Wallace Ave. SW
Huntsville, AL 35801

Phone:

256-704-9400, 866-759-0050

Fax/Other:

256-704-9444

What is a CRPC®?

Chartered Retirement Planning CounselorSM or CRPC® 

Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.