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.
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](/wp-content/uploads/2018/01/Icon-Proactive-Inestment.png)
Proactive Investment Management
![Advanced Estate Planning](/wp-content/uploads/2018/01/Icon-Advanced-estate.png)
Advanced Estate Planning
![Retirement Planning](/wp-content/uploads/2018/01/Icon-Retirement-Planning.png)
Retirement Planning
![Tax Reduction](/wp-content/uploads/2018/01/Icon-Tax-Reduction.png)
Tax Reduction
![Asset Protection Strategies](/wp-content/uploads/2018/01/Icon-Asset-Protection.png)
Asset Protection Strategies
![Charitable Gift Planning](/wp-content/uploads/2018/01/Icon-Charitable-Gift.png)
Charitable Gift Planning
Contributing Author
![](/wp-content/uploads/2018/04/Giving-Transforms-Book-Cover.png)
One simple action holds the power to transform you personally and even financially. This book encourages you to take a journey through 52 principles of giving and 52 enlightening quotes from some amazing people throughout history. Be transformed!
New book for Entrepreneurs coming soon!
7 Costly Mistakes Even Wealthy Entrepreneurs Make…And How to Avoid Them
- Arizona Office
- 23131 N. Lake Pleasant Pkwy.
Peoria, AZ 85383 - Phone: 623-399-6180
- All Mail:
24654 N. Lake Pleasant Pkwy #103-415
Peoria, AZ 85383
- Florida Offices
- 5237 Summerlin Commons Blvd. Ste. #447
- Fort Myers, FL 33907
- .
- 1415 Panther Lane Ste. #517
Naples, FL 34109
Phone: 239-544-3700
(NOTE: Jupiter location coming soon!)
- Montana Office
- 50242 US Hwy. 93 Ste. #7
Polson, MT 59860
Phone: 406-221-3606
- Contact Information
- Toll Free: 1-888-858-4996
Email: Kathy@legacyplan4u.com - Resources
www.TheMoneyMD.com - www.LegacyPlan4u.com