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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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Published Author

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

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Assessment

Free Portfolio Risk Assessment

What’s your # 1st Then What’s your Portfolio’s # - What Risk Can You Afford To Take?

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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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