Charitable Giving Financial Planner & Speaker

Speaking Topics

After decades in the financial planning industry, Rich Groff knows that the keys to financial success are the right plan and the right people. Rich and his team are qualified to handle almost any financial situation, making it easy to keep open lines of communication between team members and clients. Better communication and understanding leads to better plans and higher overall success rates.

Rich provides a wide range of speaking topics to best suit your unique financial needs including but not limited to:

Financial Planning

Estate Planning
Retirement Accumulation
Retirement Distribution
Tax Planning
College Planning
Charitable Gift Planning

Investment Management

Mutual Funds
Stocks and Bonds
Annuities
Exchange Traded Funds
Certificates of Deposit
Separately Managed Accounts

Risk Management

Long-Term Healthcare Insurance
Key Employee Retention Planning
Business Sales & Succession Planning
Advanced Tax Reduction Planning
Life Insurance
Long-Term Care Insurance
Disability Coverage

Book Rich To Speak

Speaking Videos

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:

• $2,000,000 Investments
• $750,000 Income
• $10,000,000 Net Worth (Including businesses and/or real estate values)

6/1/2020 Honored to receive the prestigious TOP OF THE TABLE awarded to an
elite group of less than 5% of all the financial advisors in the World.
With my assistant, Kathy Webber, whom I couldn't have done it without her
help!

Speaking