Broker Check

Team

We've assembled a team of professionals to provide you with the resources you need. The team approach adds a broader perspective to all that we do.

Our professional staff represents the finest qualifications in financial management. We are here to help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

You have questions about your financial and lifestyle goals. We are here to provide answers to those questions. 

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We are all individuals with needs and goals as unique as we are. Our experienced professionals specialize in creating an approach that is designed to address your individual situation.

 

Rick and his team have built a successful practice by creating strategic wealth management solutions. He has managed families, individuals and corporations through many market corrections and two recessions. Rick and his team protect...

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Michelle Largen

Practice Manager

205.278.8230

205.263.5398

Michelle has been an important part of Rick's team since April, 2008. As Practice Manager, Michelle oversees client activities for the team. She supports Rick with all of his client meetings and processes, including financial plan...

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