Since its inception, over 2,100 professionals have earned InFRE’s Certified Retirement Counselor® (CRC®) certification worldwide. Aaron Witten, of Witten Financial Services, in Leitchfield, KY, is a recent recipient of this certification.
Seventy-eight million Americans plan to retire over the next 18 years, and according to InFRE, most will, unfortunately, be unprepared. InFRE, a 501(c)3 non-profit organization, was founded in 1997 to increase the number of retirement counselors qualified to address the needs of the enormous number of individuals - as many as 10,000 a day - who plan to retire but will not be retirement ready for this financial and emotional transition.
Achieving this certification typically requires dozens of hours of studying, reading and classroom review before sitting for a four-hour exam. In addition, certificants must meet specific education and experience requirements, possess a bachelor’s degree or higher from an accredited college or university, and have a minimum of two years of relevant retirement-related professional experience. Candidates are also subject to a comprehensive background check once all other requirements have been met. Each certificant must sign a Code of Ethics and commit to an additional 15 hours of annual continuing education.
The retirement-specific program ensures that those who receive the certification will be properly equipped to assist the tremendous retirement challenge facing all Americans. According to the InFRE website, its mission is to “protect the general public by advancing recognition among retirement planning professionals of the need for continuing education, a code of ethics, and professional certification for retirement counselors.” The Certified Retirement Counselor® program is accredited by the National Commission of Certifying Agencies (NCAA) which applies rigorous, independent standards designed to protect the health, welfare and safety of the public to its approval process.
Witten has a long-standing tenure in the Grayson-County area. He is a 1993 graduate of Grayson County High School and a 1998 graduate of Western Kentucky University. He found his passion in the brokerage and financial planning world shortly after college at a firm in Nashville, TN in 1999. Two years later, he went into independent practice and moved back to Leitchfield Christmas of 2000. For more than 14 years, Witten has had an undying commitment to seeing his client’s dreams and goals come to fruition through using his holistic approach to personal financial planning and investments. In October of 2011, Witten became a Certified Financial Planner™ Professional (CFP®).
“I have always had a knack for numbers, but I never knew what my life’s calling was until I started helping people with their money back in 1999,” he said. “It is a dream come true, as I am blessed everyday to be able to come to work and help people reach their financial goals and make a living doing it.”
Witten Financial Services is dedicated everyday to taking complicated investment and financial planning topics and making them easy for clients to understand. Operating at 203 W. White Oak St., Leitchfield KY 42754 (the old Busy Bee Realty location) for the past two years, Witten Financial Services offers a cozy and convenient place for people to meet and discuss life’s many monetary issues in confidence.
For more information about retirement services provided through Witten Financial Services, contact Judy Vincent, office administrator, for an appointment at 270-200-1056 or firstname.lastname@example.org or visit the website at www.wittenfinancial.com.