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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.

Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
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Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

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