I am Rick McGlothin, an Investment Advisor Representative (IAR), Chartered Financial Consultant (ChFC) and CEO of McGlothin Financial Literacy (MFL2023), LLC. 

I started MFL2023 with the primary goal of addressing the widespread lack of awareness of financial operations. My sole source of income is providing training sessions, thus I am here to deliver useful financial instruction. While I generally cater to high school students, recent college graduates, state and federal employees, retired and active military members, I am pleased to provide presentations to anyone who wants to improve their financial knowledge and comprehension.

One distinguishing feature of MFL2023 is that it does not rely on "canned" presentations. I attempt to give a personalized and specialized approach to financial education, offering customers a variety of educational opportunities depending on their unique needs and interests. Essentially, I incorporate several areas of financial planning based on the client's specific needs.

Thank you for expressing an interest in our company. I am looking forward to the possibility to engage with you in the future.
 

Certifications:

Georgetown University

The American College of Financial Studies

Series 66 License

Get in touch

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