Providing Tailored Retirement Counseling to Navigate Complex Decisions and Build a Personalized Plan for Your Ideal Retirement.
In 2020, Jordan and Michael Masciorini earned their Certified Retirement Counselor (CRC) designation, an accolade that reflects their specialized knowledge and commitment to working with retirees. To achieve this designation, they passed a comprehensive exam that tested their understanding of key areas such as retirement income planning, investment strategies, tax efficiency, and risk management. The CRC designation is awarded to professionals who focus on the unique financial challenges retirees face, ensuring they are well-equipped to provide tailored guidance and advice.
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Choosing to work with a Certified Retirement Counselor is an important consideration for those approaching or already in retirement. Retirees face complex financial decisions that require a specialized understanding of issues like longevity risk, Social Security optimization, and sustainable income strategies. By partnering with Ticino Wealth, clients can benefit from their expertise and dedication to helping retirees navigate this critical life stage by offering peace of mind and a clear path toward achieving their financial goals. By earning their CRC designations, Jordan and Michael have reinforced their dedication to helping retirees navigate this critical phase of life with confidence and clarity.
Ready to Shape Your Future? Let’s Work Together to Create a Customized Plan for a Secure and Comfortable Tomorrow.
27201 Puerta Real, Suite #410, Mission Viejo, CA 92691
Call Us: (949) 427-8104
Mail: michael@ticinowealth.com
Mon – Fri: 7.00am – 16.00pm