Dwight Rich, Certified Financial Planner®,RSSA®
Hello, I'm Dwight. I really enjoy helping people achieve their financial goals and I've been doing so for over two decades through good and bad markets. As a Certified Financial Planner®, a Registered Social Security Analyst®, and Fiduciary, I am confident I can add value to your financial life. Please reach out with any questions.
Listen to my interview on 105.7 FM Louisville
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.
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
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Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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