Richard is a Certified Financial Planner® (CFP). Retirement income planning is his specialty, as is investment management for clients who are retired or nearing retirement. Richard is an Accredited Investment Fiduciary. He is also a National Social Security Advisor certificate holder. He helps clients with all aspects of their financial life, from basic budgeting to complicated estate plans. He has been a national board member for both the Certified Financial Planner organization and the Financial Planning Association, the professional organization for financial planners. Richard leads a firm with 4 financial advisors. The firm also includes a Medicare specialist.
See DisclosuresRetired Lt Col, USAF
Instructor for a Government contractor teaching financial classes to military members.
BS - Agronomy
KState
1975 -1979
MBA - Finance
University of Montana
1979 -1985
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