Meet Rich Groff II

A Third Generation CFP®

Nationally Recognized Educator & Author

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About Rich Groff II

A third generation financial advisor and entrepreneur, Rich Groff, Certified Financial Planner®, is the Founder and CEO of Family Legacy Planning LLC and TheMoneyMD.com LLC, investment management and financial planning firms. Rich has compiled a team with each client’s unique needs in mind in order to address individual plans, goals, and concerns. An Entrepreneur himself, Rich serves as a Personal CFO for entrepreneurs and wealthy individuals throughout the USA.

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Speaking Topics

Rich offers a broad range of speaking topics, making it easy to accomplish your goals while keeping the lines of communication open between all parties.

Proactive Investment Management

Proactive Investment Management

Advanced Estate Planning

Advanced Estate Planning

Retirement Planning

Retirement Planning

Tax Reduction

Tax Reduction

Asset Protection Strategies

Asset Protection Strategies

Charitable Gift Planning

Charitable Gift Planning

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Client Commitments

Our firm only works with a maximum of 10 NEW clients Annually. All of these clients are offered a 30 minute complimentary strategy conversation (in-person OR via telephone meeting) and once it’s mutually agreed upon that we can add value in the relationship will approve an engagement agreement outlining the services provided. We work with clients throughout the USA and those usually have ONE or more of the following minimums:

• $1,000,000 Investments
• $500,000 Income
• $5,000,000 Net Worth (Including businesses and/or real estate values)

Charitable Giving

Charitable Giving

Rich has a passion for helping others and goes to great lengths to educate his clients on the benefits of building charitable giving into their financial plan.

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Connect

Connect With Rich

Phone:  208-500-1256