OKLAHOMA CITY, OK--(Marketwired - Jun 12, 2014) - Financial expert Jeff Gorton -- a veteran Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, and head of Gorton Financial Group, (www.gortonfinancialgroup.com) -- has recently earned another credit to his bona fides: Retirement Income Certified Professional® (RICP®).
The RICP® educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs.
From retirement portfolio management techniques and mitigation to plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.
"Of course, a continuous education within one's field should be a part of any professional's career, and educating our clients is one of the most important things we do at our firm," Gorton says.
"Retirees seeking professional financial help shouldn't assume that a financial professional they're consulting has their RICP® designation. Planning for retirees and pre-retirees has come into sharp focus recently with the incredible number of baby boomers exiting their working years, but not everyone has done their homework."
Using the most current techniques, RICP®s identify retirement income needs and objectives and evaluate a client's situation relative to those goals. Gorton is now even better informed when offering clients guidance about their income needs and objectives, estate issues and other retirement factors, including Social Security, health insurance and housing decisions, and income taxation.
About Jeff Gorton, CPA CFP® RICP®
Jeff Gorton is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional, and a Retirement Income Certified Professional® specializing in individual tax and retirement planning as head of Gorton Financial Group, (www.gortonfinancialgroup.com). He is also an Investment Advisor Representative under Alphastar Capital Management, an SEC Registered Investment Advisor, and has a life and health insurance license. Gorton works with individuals and their families to create and protect their financial legacies. He specializes in working with retirees in the areas of tax planning, benefits, retirement planning, estate planning and safe money techniques. He received his BBA in Accounting from the University of Oklahoma.
- Retirement Benefits
- Investing Education
- Certified Public Accountant
- Jeff Gorton
- CERTIFIED FINANCIAL PLANNER
- retirement planning