Helping to Build, Manage & Preserve Wealth
Rich entered the financial services industry in June, 1987, under his father who had been in the business since 1960. His primary focus has been in the retirement planning market, but he also has considerable experience and knowledge in the areas of business planning, estate planning and employee benefits.
Rich's father taught him the most important fundamentals to be successful in the business: “Always be honest and do the right things for your clients and success will come.”
To this day, Rich remembers his father’s words and believes that this is what has propelled him to where he is.
Our primary purpose is to help you build, manage and preserve wealth.
Newsletters
-
What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
-
Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
-
Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
-
Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.