Meet Rick McGlothin, Investment Advisor Representative(IAR), Licensed Life and Health Insurance Agent, and Chartered Financial Consultant (ChFC)

I am deeply committed to offering financial education to individuals who may not have had access to it before, including high school students, recent college graduates, state and federal employees, retired military and active duty military. I offer education through customized training sessions tailored to your specific goals.

PRESENTATION TOPICS

Below are just a few of the topics that I frequently cover in presentations.

  • This topic covers things like Homeowners and Renters Insurance, Automobile Insurance, Causes of and Contributors of Losses, Insurable Losses, Insurable as a Legal Contract, Insurance on the Person, and Personal Liability Insurance.

  • In this topic I cover the Financial Aid Process, Types of Financial Aid, Tax Implications, Other Sources of Education Funding, Coordinating College Savings with Financial Aid and Education Funding Needs Analysis.

  • This topic can include Investment Planning, Measuring Investment Returns, Investment Risks, Modern Portfolio Theory, Investment Alternatives, Investment Companies, Performance Measures, Asset Allocation and Investment Analysis for the Individual Client.

OUR VALUES

01

Client Assistance

We're here for clients, offering expert support for financial challenges promptly.

02

Continuous Improvement

We stay updated on finance trends, regulations, and best practices for client-focused advice.

03

Client Satisfaction

Our ultimate goal is to achieve high levels of client satisfaction. We regularly seek feedback.

04

Relationship Building

We build trust through open communication — fostering lasting client relationships as trusted advisors.

05

Strategy Formulation

Experts craft personalized financial strategies, aligning plans precisely with each client's unique goals and aspirations.

Get in touch

To learn more about my services or book a presentation, send me a message.