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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

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:

• $500,000 Investments
• $250,000 Income
• $2,500,000 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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