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RICP- What is it??

Tom has earned and added a very important credential to his business- the RICP designation, aligning his firm with the most up-to-date best interest business practices as required by the new fiduciary rule, as issued by the U.S. Department of Labor.

RICP-What is it?

RICP stands for Retirement Income Certified Professional.

 The RICP® program offers relevant solutions to modern retirement income planning scenarios ranging from the common to the complex. Additionally, in response to the U.S. Department of Labor's new fiduciary rule, The College's expert faculty have updated the RICP® curriculum to reflect the changing landscape of the financial services environment

In short- Retirement income planning places the focus on transitioning from asset accumulation to creating a sustainable livelihood for clients in retirement. Advisors without this knowledge — or those who have a single-product solution or limited approach — will rapidly fall behind.

 

The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. The College has worked tirelessly to educate our nation's advisors, to help them raise the level of their service, and to ensure that society can rely on a profession built on trust. Graduates and designees of The American College of Financial Services have studied, have passed rigorous exams, and have 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. Holders of the RICP® designation are required to complete ongoing continuing education and participate in the Professional Recertification Program. We look to our graduates, designees, students, and future leaders, to earn the trust of your clients, to represent the legacy of this institution, to proudly, "Carry the Shield."

 

 

 

 

Thomas Bucklin, RICP®

Fortress Financial

41 Old Oyster Point Rd, STE G

Newport News, VA 23602

Phone: 757-283-5307

Fax: 757-750-0052

 

 

Financial Investments, College, Insurance, and Retirement PlanningServices

 

Visit us on the web at http://www.fortressfinancial.net

 

 

     *Planning to retire soon or know someone considering retirement?  We can assist in making this transition a smooth one by reviewing company retirement plans and offering financial advice for this new phase.

 

     *Perhaps you have a friend who is struggling to discover a path to financial independence.  May we help?  We would value your introduction.  We will honor your referral with a commitment to help your friend achieve their dreams.

 

"Registered Principal, offering securities through Cambridge Investment Research Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, offering advisory services through Capital Investment Advisors, Inc.  A Registered Investment Advisor, Cambridge, Capital Investment Advisors, and Fortress Financial are separate and unrelated companies and not affiliated.

 

This e-mail, including attachments, is intended for the exclusive use of the addressee and may contain proprietary, confidential, or privileged information.  If you are not the intended recipient, any dissemination, use, distribution or copying is strictly prohibited.  If you have received this e-mail in error, please notify me via return e-mail, permanently delete the original, and destroy all copies." 

 

We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling 757-283-5307. This email service may not be monitored every day, or after normal business hours.

 



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Thomas Bucklin, Registered Principal offering securities through Cambridge Investment Research, Inc. A Broker/Dealer. Member FINRA/SIPC. Investment Advisor Representative offering advisory services through Capital Investment Advisors, Inc., a Registered Investment Advisor, Cambridge, Capital Investment Advisors, and Fortress Financial are separate and unrelated companies.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of AL, CO, DE, FL, IL, IA, KY, MD, MI, MN, NM, RI, SC, TN, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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