Enjoy personal service and direct access to your advisor.
Rich Wealth Planning was built on serving clients that have grown their wealth on their own and who understand the importance of hard work and steady saving. He aims to help all his clients gain clarity, so they can worry about money less and live life more. Money and the investments are not the focus. The focus is you. As a client you have direct access to Al Rich, a CHARTERED RETIREMENT PLANNING COUNSELORTM, for all your financial needs.
In addition, Rich Wealth Planning draws on the vast resources of LPL Financial, and introduce you to affiliates, as well as our extended network of tax professionals, attorneys, and estate planners to help support your family's wealth management needs.
Health and Wealth
My mission is to help you live a life well-lived by providing financial and investment guidance. According to the American Psychological Association, 74% of Americans experience financial stress – which prevents them from living life to the fullest. I believe that with sound financial advice, you can break away from that population and live your best life possible.
Focus on what truly matters
We all have different values, and these values dictate what is important to us. As for me and my house, our focus is God, Family, and Service to other people – in that specific order.
How about you, what is important to you? Whatever it may be, I will work with you in creating a financial and investment plan that reflects your core values and helps redirect your focus on things that truly matter.
Growing and Preserving
I serve two clientele in particular:
- Those in the retirement stage who wants to preserve and grow their investments to last a lifetime; and
- The younger generation (Gen X, Y, and Z) who are in the beginning stages of growing their investment assets for retirement or other long-term goals.