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Dwight Rich, CFP ®

Dwight Rich, CFP ®

Our business is built on a foundation of thoughtful client relationships.

Listen to my interview on 105.7 FM Louisville

Listen to my interview on 105.7 FM Louisville

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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.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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Long-Term-Care Protection Strategies

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

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