Chartered Retirement Planning Counselor®
Retirement planning is more than simply saving enough money—it’s about creating a clear strategy for how your income, taxes, retirement accounts, Social Security, and business interests work together.
As a Chartered Retirement Planning Counselor® (CRPC®), we help clients develop practical retirement strategies designed around their individual goals and financial circumstances.
Our retirement planning services may include:
Retirement income and cash-flow planning
Social Security timing considerations
Retirement plan and contribution strategies
Traditional IRA, Roth IRA, 401(k), and rollover considerations
Tax-efficient retirement planning
Business-owner retirement planning
Legacy and beneficiary planning considerations
Coordination with your financial, investment, and legal professionals
Our goal is to help you understand your options, identify potential tax and planning opportunities, and enter retirement with a clear, coordinated strategy.
We can do this service stand alone or with your fall tax planning service.
Give us a call (612) 772-9600 or reach out to schedule a consultation.
Why Hire an CRPC®?
Retirement Expertise
A CRPC (Chartered Retirement Planning Counselor) brings specialized training in retirement planning, helping clients navigate Social Security timing, pension decisions, and distribution strategies to build a sustainable income for life after work.
Personalized Planning
CRPCs take a holistic approach, factoring in a client's full financial picture — income sources, healthcare needs, and lifestyle goals — to create a retirement roadmap tailored to their specific situation.
Risk Management
A CRPC helps clients understand and manage the risks unique to retirement, such as market volatility, inflation, and longevity risk, ensuring savings are structured to last throughout retirement.
Confidence & Clarity
Working with a CRPC gives clients a clear understanding of their retirement readiness, replacing uncertainty with a concrete plan and the confidence to make informed decisions about when and how to retire.