Hart and Hart Financial Services is proud to offer New York Life financial products and services.  We want to help you achieve your financial goals!

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, grow your business, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start. Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are a team of trained professionals who can help you identify your financial needs and then determine which financial and insurance products can best help you meet your objectives. Please use my Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. 

 

JAKOB HART EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION

Sarasota, FL – November 6, 2017 – Jakob Hart, Vice President, Hart & Hart Financial Services, has earned the Retirement Income Certified Professional (RICP) professional designation from The American College of Financial Services, Bryn Mawr, PA.

Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethics requirements, and participate in The College's continuing education program.

The RICP® educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.

Using the most current techniques, RICP®s identify retirement income needs and objectives and evaluate a client's current situation relative to those goals. Individuals who earn a RICP® can provide expert advice on a broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning, Social Security, health insurance, housing decisions, and income taxation.

Jakob began his financial service career after earning a Bachelor of Science in Finance from the University of South Florida.  Jakob focuses on helping small business owners, government employees, and other individuals confidently transition into retirement.  Jakob works with his father, Barry Hart, at Hart and Hart Financial Services. The family business was founded by Jakob's Grandfather, Terrell Hart, and they have been in business since 1965.  Jakob resides in his home town of Sarasota, FL, with his wife Andrea, and daughter Piper.  Jakob is a member of the Sarasota Chamber of Commerce Young Professionals Group, National Association of Insurance and Financial Advisors, Sarasota Free Mason's Lodge #147, Sarasota Sahib Shriners, and Business by the Bay, a local Business Network International Chapter.  Please contact Jakob for a free retirement consultation at 941-355-6646 or jakob@hartandhart.com.  

The American College is the nation's largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage films, insurance companies and others for over 86 years. The American College's faculty represents some of the financial services industry's foremost thought leaders. For more information, visit TheAmericanCollege.edu

 

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