Rick McEvoy

IFW Financial Professional Rick McEvoy IFW Financial Professional Rick McEvoy

Rick McEvoy (RICP) is a retirement income planning specialist who helps people near retirement or now in retirement build retirement plans so they can maximize their income in retirement without the constant worry of running out of money and living a “just in case” retirement. Rick believes the financial services industry has outdated strategies that may have worked in the past but are failing in today’s rapidly changing times.

Rick uses planning strategies that incorporate math and historical data to build plans that have the highest probability of success in both good and bad markets. His plans include several strategies such as how to maximize your social security benefits, protect your savings from Inflation, develop a source of tax free income,  long-term care, Medicare planning and if it makes sense using your Home equity among other strategies.

The key is to generate lifetime income you can’t outlive, reduce your taxes and develop legacy plans to optimize what you leave behind to your loved ones. This unique approach ensures a comfortable stress free retirement that allows you to live an abundant mindset instead of a scarcity mindset regardless of market cycles, and other variables beyond a retiree’s control. His goal for every retiree is “don’t worry retire happy” His clients are primarily Baby-boomers, Families, Retirees, Pre-retirees, and Business Owners.

When he’s not helping clients reach their financial goals, Rick is usually spending time with his family traveling or studying and staying current with economic and financial planning topics.



  • Retirement Income Planning Specialist (RICP®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Life Underwriter Training Council Fellow (LUTCF®)
  • Licensed Producer, Life, Health & Annuity
  • Insurance Specialist


  • Retirement Income
  • Social Security Planning
  • Life / Health Insurance
  • Group Benefits

Rick McEvoy

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