IFW Certified Financial Professional
A 44-year resident of Washington, Rick was born in New York and currently resides in Tacoma with his wife Danielle and three sons Dylan, Gavin, Jax, and stepdaughter Jaidin.
As a seasoned veteran within the financial service space, Rick recognizes that education is a key step in the retirement planning process. Rick’s 14 years of experience has given him a unique perspective regarding truly comprehensive planning.
Rick’s planning process provides his clients with a myriad of options to maximize retirement savings and income. With his knowledge, Rick helps implement simple solutions to ensure protection, security, and peace of mind. R.S. Retirement Services partnered with Cascade Brokers Alliance providing retirement planning services to individuals, business owners, and employees with a specialized focus on the needs of Pre and Post retirement.
Areas of expertise include: Medicare & Social Security Planning, Guaranteed Lifetime Income Strategies, 401K Rollover Strategies, Safe Money Planning, Wealth Transfer Strategies, Long Term Care Planning, Reverse Mortgage Strategies