has over 30 years of experience serving clients in the financial, retirement and estate planning marketplace. Rick takes pride in his client relationships from the very start. He spends as much time as necessary to understand each client's unique financial situation and philosophies regarding their financial goals and concerns. Prior to his 30 years in the finance industry, Rick worked as a CPA handling planning strategies for Business and Personal Income Taxes, Estate Preservation and Retirement Planning at two accounting firms. This well rounded experience gives him the unique ability to relate to clients and develop customized solutions for specific needs with their financial planning development and implementation. Today he restates this commitment to current and future clients as a member of @Aspen.
is a financial, retirement, business and estate planning strategies firm with offices in Farmington Hills, Troy, Port Huron, Grand Rapids, and Rochester, Michigan. With over 100 years of combined service, we are a recognized leader in the personal and corporate financial services industry. We work by helping both personal and business clients to identify specific financial goals for retirement, business continuity, and estate plans. By using tax advantaged investment strategies, benefit plans, planning tech-niques and investment products, we assist in creating and implementing plans that will help our clients to achieve their long-term objectives.
CA Insurance License Number: 0I96109
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at email@example.com. Complaints about an Equitable Advisors FP should be directed to firstname.lastname@example.org.
California Insurance License #: 0I96109
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.