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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
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Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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