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Kent Waugh, RICP®,  AIF®

Kent Waugh, RICP®, AIF®

RETIREMENT INCOME CERTIFIED PROFESSIONAL®

I began my career in the Financial Services Industry in 1999.  Having been in the industry through the September 11th terrorist attacks and the Great Recession (along with countless other significant events), I quickly realized that this is a business about people, not about money.  I work to be a strong advocate for our clients.  I primarily work with couples who are 5 years or less from retirement, crafting a work optional income and legacy plan. 

I have been certified as a Retirement Income Certified Professional® by the American College. 

The Retirement Income Certified Professional® (RICP®) designation signifies a financial advisor has advanced education and specialized knowledge in retirement income planning, and is committed to professional and ethical best practices.

As a Retirement Income Certified Professional®, I focus on guiding clients through the transition from accumulation to decumulation during retirement while also providing strategic tax planning considerations throughout those stages of life. We have often encountered clients who work hard to accumulate wealth but don't have a clear plan for effectively spending their savings or considering the long-term tax implications, resulting in overpaying taxes to the government.

Additionally, I have obtained my Accredited Investment Fiduciary® designation.

The Accredited Investment Fiduciary® (AIF®) is a professional certification that demonstrates an advisor has met certain requirements to earn and maintain the credential.  A fiduciary must put their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Only Accredited Investment Fiduciary® (AIF®) Designees have been certified specifically for their ability to follow a fiduciary process with their clients’ best interests at heart.

I live in Colorado Springs, CO with my lovely wife Kami and our chocolate lab, Doc.  We have two grown sons, Tyler who is married to Shelby, and Payton. In my free time, I enjoy playing inline hockey as a skater and as a goalie.  I also enjoy the outdoors, whether it is fly fishing on a beautiful mountain river, or riding our Razr.  I am an avid fan of the Colorado Avalanche as well as the Chicago Bears.