(800)-891-8797 info@alankifer.com

Alan C. Kifer

About Alan C. Kifer

Managing Director Registered Financial Consultant

America’s First Retirement Planning Advisor of the Year (2001)

Alan is a 28-year experienced financial advisor and holds degrees/certificates in all eight special disciplines in financial planning. An internationally-recognized speaker, author and educator, he is the creator of Succeeding at the Business of Retirement.

Recent Main Stage presentations include Harvard Business School and the U.S. Military Academy at West Point along with numerous television segments on Fox, CBS, ABC and NBC.

Alan has completed the Curriculum Requirements for the following:

Registered Financial Consultant (RFC)®
Certification in Long Term Care (CLTC)
Long Term Care Professional (LTCP)
Certified Estate Planner (CEP)
Certification in Trusts & Estate Planning (BCE)
Certified Senior Consultant (CSC)
Certified Income Specialist (CIS)
Certified Tax Specialist (CTS)
National Social Security Advisor (NSSA)
Certified Financial Planner (CFP)®
Registered Financial Planner (RFP)®
Long Term Care Insurance Strategist (LTCIS)
Master Certified Estate Planner (MCEP)
Certified Charitable Advisor (CCA)
Master Certified Charitable Advisor (MCCA)
Certified Annuity Specialist (CAS)
Life Ins. Underwriter Training Council Fellow (LUTCF)
Life Insurance and Annuity Certified Professional (LACP)

Bachelor of Arts: Political Science & Foreign Languages (B.A. Pol. Sci. & For. Lang.) [1977]
Masters of Science Degree in Management (and Business Administration) (MSM/MBA) [1983]
Masters of Science Degree in Financial Services (MSFS) [2012]

Additionally, Alan has served as an adjunct faculty member and/or course instructor/moderator for:

The American College (Bryn Mawr, PA): LUTCF Program
City University (Renton, WA) and College for Financial Planning (Denver, CO): CFP® Program
Institute for Senior Studies (Ft. Lauderdale, FL): LTCIS/CSS Programs
Amer. Health Insur. Plans [AHIP], and The Health Insur. Assoc. of America [HIAA] (Wash. D.C.): LTCP Program
Institute for Business and Finance [IBF] (La Jolla, CA): CAS, CSC, CTS, BCE, MSFS Programs

Alan is an honored member of:

The International Association of Registered Financial Consultants (IARFC)
The National Association of Insurance and Financial Advisors (NAIFA)
The Society of Financial Services Professionals (SFSP)
the National Association of Tax Professionals (NATP)
The American Association for LTC Insurance (AALTCI)
The National Council on Aging (NCA)
The American Health Insurance Association (AHIA)
The Veterans of Foreign Wars (VFW)
The American Legion and the Air Force Association (AFA)
The National Social for Financial Awareness (SOFA)

Testimonials

In 3 short years and your help, we’re able to now live the retired life we had always dreamed. Our family also knows who to go to when anything comes up. God bless you and your family.

J. & M., N. Scottsdale, AZ

I didn’t think it possible to be alone, over 80 and live with certainty of my continued dignity. Thank you for eliminating my fears about what would happen to me and our legacy to our family. I love you.

J. Reno, NV

Alan, thanks to all your efforts these past 11 years, B. and I are comforted that our children and grand-children will have the legacy we wanted for them and totally Tax-Free. We love you.

Dr Bill. Westheimer, TX