Phil Loring Jr., Wealth Advisor and CEO, has earned a CEPA ® designation

FOR IMMEDIATE RELEASE
Media Contact: Nicole Adleman
Firm: RTI Wealth Management
E-mail address: nadleman@rtiwm.com
Phone: 970-236-8800

Phil Loring Jr. Earns Certified Exit Planner Advisor (CEPA®) Designation

FORT COLLINS, Colorado (December 6, 2023) -- RTI Wealth Management is pleased to announce that Phil Loring Jr., Wealth Advisor and CEO, has earned a CEPA® designation from the Exit Planning Institute™.

Mr. Loring says, “I have worked in Financial and Wealth Services for over 20 years, and it is amazing how our industry has changed in that time. At first, it was being a simply being a stockbroker, but as financial products and future needs become more complicated, clients need a quarterback to guide them through a lot more than just their investments.

“As a business owner myself, I understand the importance of creating a solid plan well before the final exit. This process allows a business owner time to look at creating value above and beyond what they initially think that business might be worth. Entrepreneurs work hard to build a company and yet pay little attention to getting maximum value for what they created when it is time to move on.”

The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals.

CEPA® Advisors can offer the following services:

  • Business Value Acceleration
  • Comprehensive Financial Planning
  • Generational Wealth Planning 
  • Retirement Plan Implementation & Servicing
  • Liability Review & Risk Management
  • Investment Review & Asset Management 
  • Tax Planning & CPA Liaison
  • Quarterback for Your Advisory Team


Mr. Loring continues, “As an independent Financial Services firm, our business goes well beyond the basics of investing in stocks and mutual funds. Our dedicated team of professionals believe that the client always comes first, and it is our job to guide them to and through retirement. Our name and business foundation are based on our own Seven Pillars: Risk Management, Retirement Plan Development, Transition & Continuity Planning, Tax Planning, Trust & Estate Planning, Investment Planning, and Income Planning.

“The CEPA® designation adds value by giving our advisors the tools they need to help clients address and manage their goals, to deal with unforeseen events, and to leave a financial legacy they have spent a lifetime building to their heirs and loved ones.”

About RTI Wealth Management

RTI Wealth Management is a team of professionals with financial, business, technical and personal experience to service all clients’ needs. We work together to constantly improve the services we offer for the success of our clients. As a navigator, we truly get to know our clients and build friendships with them. We act with integrity and honesty through the entire process. The most important success is that of our clients.

RTI Wealth Management understands that no one strategy fits everyone. That’s why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping clients develop a strategy to address their financial goals and objectives using the most efficient methods available.

We recognize that everyone encounters challenges along the way. That’s why RTI Wealth Management strives to anticipate and address those situations as they occur. We want to keep clients on track toward a meaningful and purpose-driven financial future.

To learn more about how Phil Loring and RTI Wealth Management can help you plan your future financial well-being, please visit https://www.rti-wealth.com/

About the CEPA® Program

The Certified Exit Planning Advisor® program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Using an executive MBA-style format, the program includes a combination of lectures, group discussions, case studies and individual exercises to introduce participants to these concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s faculty of advisors, who are all sought after subject matter experts and authors.

To receive the CEPA® designation, candidates complete a rigorous 4-day program that involved approximately one hundred hours pf pre-course study, thirty hours of classroom instruction, and the successful completion of a 3-hour proctored exam.

About the Exit Planning Institute

The Exit Planning Institute delivers interactive education and training, performance-enhancing resources, and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve the educational and resource needs of wealth managers, financial planners, accountants, management consultants, attorneys, M&A advisors, commercial lenders, and other business advisors, the Institute is considered the standard trendsetter in the field of exit planning. It is the only organization that offers the Certified Exit Planning Advisor (CEPA) program which qualifies for continuing educational credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

The Exit Planning Institute serves as a platform for creating awareness, advisor collaboration, innovative learning, continuing education, defining methodology, research, thought leadership, and practice development. Certified Exit Planning Advisors help to identify, protect, build, harvest, and manage wealth to assist business owners and their families through an ownership transition.

To learn more about the Exit Planning Institute, please visit www.Exit-Planning-Institute.org.

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