Rick is “mission oriented” . . .

I have known Rick for over twelve years. During that time, I have had the pleasure of working with him on many estate planning matters concerning his clients. We also worked together on two seminars Rick hosted in order to keep his clients up to date on both financial planning and estate planning.

One of the reasons I enjoy working with Rick is the fact that he is “mission-oriented”, and he truly cares about his clients and their families. He always promotes the type of financial planning that is conservative, yet profitable, for his clients. And, I think it is especially notable that the majority of Rick’s clients have been with him for many, many years. And they are as loyal to him, as he is to them.

Rick is a dedicated advisor, with strong principles, and a great work ethic based upon Faith, Family, and Community

Jack Garbo
Garbo Law Offices, PC - Estate Planning and Probate