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Client Spotlight

- Serving Clients Throughout The United States -

Dave & Janet Flavin of Fort Wayne, IN – Valued Client Since 2009

Dave & Janet Flavin of Fort Wayne, IN – Valued Client Since 2009

David and Janet Flavin reside in Fort Wayne, IN, where they have lived since 2003. Dave retired in 2010 at sixty years old. He also retired from the Air Force in 1995 after serving twenty-four years as a program manager in Command, Control, Communication, Computer,...

Don & Jackie Belonax of Goodyear, AZ – Valued Client Since 2006

Don & Jackie Belonax of Goodyear, AZ – Valued Client Since 2006

Don and Jackie originally hailed from Chicago, IL and have been Goodyear, AZ residents since 2006. After retiring from their jobs in 2005, they both sought out a peaceful retirement and what better place than in Arizona. Before retiring Don worked in Sales/Management...

Genny Barclay of Goodyear, AZ – Valued Client Since 2007

Genny Barclay of Goodyear, AZ – Valued Client Since 2007

Genny Barclay originates from Chicago, IL, but has been a permanent resident of Goodyear, AZ for 45 years now. We know someone sure wanted to escape those long freezing winters for some beautiful sunshine and tan lines. With her long time occupational background in...

Art & Linda-Sue of Goodyear, AZ – Valued Client Since 2006

Art & Linda-Sue of Goodyear, AZ – Valued Client Since 2006

Art and Linda-Sue moved to Goodyear, AZ after 25 years living in Annandale, VA and a 6-year dream trip travelling by motorhome all over the country, to the mountains of Alaska all the way to the beaches of Puerto Vallarta, Mexico. Art was in the Navy for many years...

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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