Mission Statement
Rich Wealth Planning aims to glorify God in all we do, to love and serve people, especially clients, through Wealth and Investment Planning.
Focus on what truly matters
We all have different values, and these values dictate what is important to us. As for me and my house, our focus is God, Family, and Service to other people – in that specific order.
How about you, what is important to you? Whatever it may be, I will work with you in creating a financial and investment plan that reflects your core values and helps redirect your focus on things that truly matter.
Growing and Preserving
I serve two clientele in particular:
- Those in the retirement stage who wants to preserve and grow their investments to last a lifetime; and
- The younger generation (Gen X, Y, and Z) who are in the beginning stages of growing their investment assets for retirement or other long-term goals.
If you are either of the two, CLICK HERE to schedule an appointment or simply call or email me anytime.
