Dwight Rich, Certified Financial Planner®,RSSA®

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

Listen to my interview on 105.7 FM Louisville

LET'S GET CONNECTED

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PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Mission

Our Mission

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
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When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

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