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What Others Say

"From personal insurance planning to my business practice retirement planning for myself and my employees, he really came through as a friend and as a professional to ensure that whatever outside disruptions came into my life didn’t affect my current or future financial situation."

- Neil S., Client

What Others Say

"Total organization is the best way I can describe the work Richard did for us. My husband was growing his medical practice and I was busy with our children and other obligations. Richard showed us what to do and what was good for us and our family's future. He has always been kind and personable, making sure we understood and felt comfortable with the advice that he offered before we implemented it into our plan."

- Claudia P., Client

What Others Say

"I have always respected his deep knowledge of financial planning and all that it entails. I certainly appreciate his very thoughtful and caring approach to helping a client identify their needs and understand the risks and benefits. I have come to know that regardless of how much money a person has, Richard treats all his clients equally. At the end of the day, he cares for the person he is working for."

- Jerome G., Client

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No compensation was paid to these clients for their testimonials. Their experience may not represent the experience of others nor predict future results.