Dwight Rich, Certified Financial Planner®,RSSA®
If Retirement Planning is a concern of yours, you are not alone and we are here to help! We have been helping our clients navigate retirement successfully for over 25 years. Moreover, as a Certified Financial Planner®, Registered Social Security Analyst®, and Fiduciary Investment Manager, I am confident that a conversation with Rich Wealth Management will be worth your time. Please reach out by phone or click the button below to learn more. (502) 398-6850
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Our History
Years of experience have prepared us to guide you through your life transitions.
Our Mission
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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