Richard H

Highly recommend working with Richard. Super easy to work with, master of his craft. I was not completely sure of what I needed to do, but he guided me through the entire process from A-Z. Extremely knowledgeable on all aspects of finance and retirement planning. A+++

Requested a financial review from Richard. He was able to look at our current financial snapshot and provide recommendations for optimizing our investments and tax strategies. Definitely recommend his services, and will plan to use him again in the future.

Richard has a common sense approach to retirement planning. A pleasure to work with.

Richard was able to deliver on expectations. He is a talented financial resource.

He did a great job and offered very practical advice.