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.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
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Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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The Other Sure Thing

The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

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