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July 24, 2020

Congratulations to the Newest CRPC® on the Team, Kimberly Houston!

Kimberly Houston Certified Financial Planner CFPWe are proud to announce Kimberly Houston, CFP®, CRPC® as the newest Chartered Retirement Planning Counselor on the Kaydan Wealth Management team!

The Chartered Retirement Planning CounselorSM (CRPC®) designation signifies to the public and industry regulators that the CRPC® designee is in compliance with continuing education requirements and adheres to rigorous ethical standards. CRPC® is also recognized as the industry-benchmark for retirement planning credentials. Did you know all of the Wealth Advisors at Kaydan Wealth Management are CFP® and CRPC® designees?! Go, team!

Already a CERTIFIED FINANCIAL PLANNERTM, Kimberly added the CRPC® designation to her skillset to offer more comprehensive retirement advice to Kaydan Wealth Management clients. CRPC® designees have in-depth knowledge of the entire retirement planning process (pre- and post-retirement) as well as issues related to asset management and estate planning. The CRPC® program specifically focuses on:

  • Meeting multiple financial objectives
  • Sources of retirement income
  • Personal savings
  • Employer-sponsored retirement plans
  • Income taxes
  • Retirement cash flow
  • Asset management
  • Estate planning
  • And more.

Learn more about how Kimberly can help with your retirement plans by booking an appointment with her today!

Congratulations, Kimberly! 

 

 

 

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