I'm Rick, independent financial advisor. Nice to meet you!
Since 2001 (think veteran, not rookie), I wake up each day to help successful people grow their money and make wiser financial decisions.
Here's how YOUR advisory experience can be different:
✴️ Stop Feeling Clueless: No more deciphering financial jargon or endlessly Googling answers. The only complexity in your life should be your coffee order.
✴️ Escape Hidden Agendas: Experience that clear, no-hidden-costs level of communication that comes from an independent advisor. Surprises are for birthdays, not your money.
✴️ Be More Confident: Serving you unfiltered advice, not the sugar-coated CYA word salad you're used to from the big firms. Corporate talk is not allowed here.
✴️ Feel seen and heard: My competition operates like a bulky, colossal ship; I’m more of a high-speed train when it comes to reacting to your financial requests. While the other companies are seeking out the next PGA tournament to sponsor with their fees, I’m taking care of your needs.
✴️ Keep Your Money Current: The world's constantly changing, and your money needs to keep up. It's hungry for TLC, care, and attention with the moving times. Don't let your wealth wilt and decay like last week's salad.
Imagine your money feeling happy in a safe, secure environment, like a well-tended garden getting the fertilizer it wants. That's my approach. Time to weed out the bad stuff and nurture your wealth for long-term growth in the direction of YOUR future, not some cookie-cutter approach.
Think you're not "successful enough" for a financial advisor? Think again. If you've already made it reading this far, chances are you're doing alright. But is your money doing alright? Is it receiving the attention that it deserves, so it can eventually provide an awesome life for you? Do terms like "tax optimization" or "VIX" or “Fed Funds Rate” make you reach for a stronger drink?
Then send me a DM.
Your money deserves a first-class flight, not a budget bus ride. Let’s make it happen.
Money has feelings. Money has personality. Respect it and your outcome changes.