Comprehensive Financial Solutions

Rick oversees $27 million in client assets. His independence gives him access to a complete menu of financial products to develop comprehensive solutions to help you meet your goals. Investment products such as Mutual Funds, Exchange Traded Funds, Stocks, Bonds, Variable Annuities, Variable Life, Real Estate Investment Trusts or asset management programs using institutional money managers are at his disposal to help you implement investment strategies that will help you pursue your goals. He also has complete access to life insurance products, fixed annuities, disability income and long term care insurance through expert alliances he has developed over the years.