I met Rich about five years ago in a networking group. Every week in his 45-60 second summary, he would mention an investment he had seen in the last few days which made a lot of sense to him. They did to me, as well. So I watched them and they proved to be good, lucrative and secure. For the past 200 years or so, our family managed their own finances. One founded a bank, another a boutique brokerage and was being quoted by the Wall Street Journal in his thirties. As my trust in Rich's skill grew, he became the first outsider to be involved in our finances in two centuries - and I sent my children to him. Glad I did.
Take a look at his certifications and other bona fides. They are extensive, impressive and put him in the top 1% or so of the industry as a *certified* financial planner. Recently he distilled the essence of successful investing into a two minute summary anyone can understand. Would the possibility of a secure financial future be worth two minutes of your time? He is a stand-up guy: no pressure, no BS, no charge for initial consultation, *very* reasonable client fees ongoing; he lays it out and from there it is up to the other person. While he has clients with seven figure incomes, he also takes anyone able to invest $50 or more a month and particularly likes to work with young people to help them lay the foundation for a secure future. Outside of his alleged skills on the basketball court, I've heard nothing except enthusiastic testimonials for the man in every aspect of his life, so I am certain my experience is the norm. read more
