Randall T. Lehman and Jonathan M. Lehman, Wealth Management Advisors/Partners at Summit Financial Group, a firm of Northwestern Mutual, in Fort Wayne, Ind., both recently earned the Retirement Income Certified Professional (RICP)® designation. Randy is a founding partner of Summit Financial Group along with Rob Hayworth and Kevin Bontrager. As the senior member of Summit Financial Group, his primary focus is on the design and implementation of comprehensive retirement income distribution and estate plans. Jon specializes in working with business owners, retirees, executives, and educators with a focus on efficient accumulation and effective distribution strategies.
RICP® prepares you to help clients obtain a secure retirement. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client’s retirement.
Summit Financial Group is a financial planning/wealth management practice focused on providing clients with a distinctive experience that combines professional expertise and the power of Northwestern Mutual products and services. Summit Financial Group is committed to providing expert advice driven by time-tested strategies. The firm places an emphasis on personalized financial road maps that integrate investment plans and the right mix of insurance products to help reach clients’ goals.
Learn more about Summit Financial Group by visiting summit.nm.com.