WE OFFER SPECIALIZED PLANNING FOR:
Pre-Retirees & Retirees Executives Professionals Business Owners
Internal Support / SFG Team
Ellie Scheeler, Client Relations / Operations
Michelle Dinwiddie, Office Manager
Ryan Mahoney, Director of Client Services
Rick's Earned Designations
Certified Financial Planner® (CFP)
Chartered Life Underwriter® (CLU)
Chartered Financial Consultant® (ChFC)
Chartered Advisor for Senior Living® (CASL)
Retirement Income Certified Planner® (RICP)
Chartered Special Needs Consultant® (ChSNC)
Accredited Estate Planner® (AEP)
Chartered Advisor in Philanthropy® (CAP)
Master of Science in Financial Services (MSFS)
Certified Kingdom Advisor® (CKA)
B.S. Biotechnology
CASL conferred by The American College.
RICP conferred by The American College.
Innovative Blend of Comprehensive Investment Strategies
Stocks, Bonds, Exchange Traded Funds (ETFs),
Mutual Funds, Alternative Investments, Separately Managed Accounts, Annuities.
Client Friendly Planning & Reporting Software
eMoney comprehensive financial planning dashboard providing a real-time, integrated financial experience allowing advisors and clients to see where they stand today and into the future.
Orion asset management program that helps financial advisors offer access to portfolio details and stunning reports that empower clients to take an active role in their financial future.