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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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