PROFESSIONAL SPECIALTIES:

As a seasoned financial professional, Rich focuses his practice on developing financial programs and strategies designed to address the unique financial needs and circumstances of our country’s growing mature population and their adult children. Through study and personal experience, Rich has garnered a broad base of knowledge which enables him to provide advice and direction to individuals looking to help:

• Pass their estate to their heirs in the least costly most efficient manner
• Protect and preserve their hard-earned assets
• Maintain their independence and dignity throughout retirement
• Structure retirement plan assets to provide a guaranteed income for life

Rich is also available to give public financial informational seminars and group talks on a variety of financial topics including long term care in America and provide answers to common concerns such as:

• What options are available for receiving care in my home?
• Are there any Medicare programs that should be considered?
• What resources are available to pay for services that informal family caregivers usually provide?
• What is long term care insurance and should I consider it?

BUSINESS PHILOSOPHY:

Rich has personally experienced the impact that a long-term care illness can have on a loved one and their friends and family. His passion and purpose, for more than 20 years, has been to serve as an advocate to his clients and to help them develop a customized program tailored to their personal financial circumstances and unique financial goals.