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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

Speaking Videos


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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