How We Help You
We believe financial planning is about more than just money. It's about your whole life. You only have one shot, and we want to help guide you to make the most of it.
How to select a Financial Advisor
The 5 questions you should ask your financial advisor today.
Custom Retirement Income Plan
Make a seamless transition into retirement. Let us design a custom monthly income plan just for you.
Are You Living Your Best Life?
We offer more than wealth management. We help our clients live their BEST financial life.
Business Owner Services
We understand that business owners have unique planning needs from liquidity support to down-turn protection. Call us to schedule a free consultation. We have experience you want on your team.
If you lose sleep worrying about running out of money, a stress-tested retirement plan can help you feel more financially secure.
Managing Director - Memphis & Boca Raton
Managing wealth as a fiduciary since 2006, Rik is passionate about helping clients achieve greater financial clarity and peace of mind by providing comprehensive financial planning, professional investment management, and unbiased advice. His clients have included affluent families, Fortune 500 executives, entrepreneurs, professional musicians, athletes, and successful people just like you. Through his diverse background, Rik strives to share his broad knowledge, unique perspective, analytical approach, and vast resource network with his clients.
Rik's practice is built on the philosophy that "If you do what is right for clients, every single day, regardless of profit, you will be successful in the long run." That philosophy has led him to serve hundreds of families nationwide and receive the Five Star Wealth Manager Award* for the past 6 years.
Rik is no stranger to radio. Writing, hosting, and appearing on segments on WREC 600 AM and NPR stations nationwide for well over a decade, Rik has educated the public on all things financial.
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.