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Profiling RICs

About the presenters

Our team of Retirement Information Consultants (known as RICs) includes Certified Financial Planner®, Qualified associate Financial Planner™ and Personal Financial Planner® professionals.

Combined with decades of financial planning services, our Retirement Information Consultants are here to serve your best interests.  They understand that everyone has their personal story and financial knowledge level and apply that to every member interaction to support you on your financial journey from the beginning to the end of your career and into retirement. 

They share this passion through educational sessions and individual consultations. These services are one of the most popular resources according to member feedback!  Whether presenting at a workshop or having an individual consultation they will address any financial questions a member may have and help them see how to apply it to their own financial journey.