Retirement Income Certified Professional®

Retirement Income Certified Professional (RICP®) designation from

the American College of Financial Services.

Specializing in intergrading safe insurance solutions for a portion of your portfolio.

Planning equals success! Those who plan have been to be more successful in retirement, worry less, and even report more life satisfaction.

What you will get working with me:

• Pro-consumer approach.

• Honesty and Integrity.

• Confidentiality.

• Do what is in your best interests, not mine.

Guarantees using unique insurance products:

  • Protect a portion of your hard-earned assets from stock market loss.
  • Grow your retirement funds tax deferred.
  • Provide a guaranteed lifetime income for essential retirement spending.
  • Life Insurance with Living Benefits.
  • Asset based Long-Term Care.

What you will not get working with me:

  • Nuisance phone calls.
  • Annual advisor asset management fees.
  • Showing up at your doorstep unannounced.
  • Stocks and bonds that have the potential of losing money.



WE CAN ENVISION, INSPIRE AND TRANSFORM YOUR RETIREMENT

Our retirement consulting services can help you adapt to today’s market dynamics!

Lifetime Income Planning

Principal Protection Planning

Life Insurance for Individuals and Families

Long-Term Care Planning

Business Succession Planning

About Rob...

Rob Sturgis is a Retirement Income Certified Professional (RICP) with specific education, knowledge, and experience to make sure his client’s nest eggs last while providing peace of mind in retirement. Rob focuses on topics like how to convert a portion of your savings into a steady stream of sustainable income, and information about claiming Social Security. In addition, Rob specializes in life insurance for individuals, families and provides asset-based long term care strategies. Rob believes in being a trusted resource by providing a pro-consumer approach with confidential and factual information for specific situations. Rob is licensed in Wisconsin, Minnesota and in Florida, stays in tune with the latest retirement income strategies through continuing education classes.


Rob’s interests include golfing, boating, hunting and spending time with family.

Let's talk about how Rob can help!

Please fill out the form below and Rob will be in touch with you very soon! Thank you.

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