SACRAMENTO, Calif.,
Sept. 28, 2020 /PRNewswire/ -- Gary
Pevey RICP CLU ChFC, President of Wealth Design Group, the
Northern California wealth
planning firm, having helped hundreds retire comfortably and
securely over the past 30 years, took another step forward as an
exemplary industry professional and to provide even more help to
his clients.
"I am so proud of this accomplishment. It took many months of
study to achieve this but what is most important to me, now
that I've earned this designation, is how much more service I can
provide," Mr. Pevey stated. "Today, more than ever, we need to be
smart and informed when it comes to retirement decisions. I've got
a whole new world of information and knowledge at my disposal to
guide my clients to plan their future."
The Retirement Income Certified
Professional® (or RICP®)
is a specialist. His or her designation was developed by 45+ of the
most respected retirement income experts in the U.S. The
RICP® can:
- Identify and mitigate retirement risks
- Minimize tax burden
- Create sustainable retirement income
- Help plan and achieve legacy goals
To help in the understanding of the RICP®
designation, a typical financial advisor is trained to help clients
accumulate wealth. Yes, Mr. Gary
Pevey does that each and every week with his clients.
However, beyond that, as an RICP® he is
expertly trained to ensure the wealth a person has spent decades
building will last through retirement, and maybe even beyond.
With over 41 years in the financial services business,
Gary Pevey has helped hundreds of
business owners and families with their financial planning needs.
Beyond his new RICP® designation, Gary holds
additional professional designations as a Chartered Life
Underwriter (CLU) and Chartered Financial Consultant (ChFC). Every
plan developed by Gary Pevey and
Wealth Design Group focuses on the clients' wealth creation while
minimizing risks, minimizing taxes, and maximizing benefits to
allow them to achieve their optimum retirement income potential.
"Our specialty is helping people with financial solutions
and sophisticated resources to facilitate the
complex corporate and personal financial decisions that must be
made as they look at their long-term retirement and legacy goals,"
stated Mr. Pevey. "It's what we are here for, it's what drives
us."
Wealth Design Group CA Lic # 0C17920
Gary Pevey CA Lic # 0800047
For more information about financial services from Wealth Design
Group visit: www.wealthdesigngroup.com. Subscribe to the Wealth
Design Group YouTube channel.
Media Contact:
Cebron Walker
(916) 757-2051
248318@email4pr.com
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SOURCE Wealth Design Group