Rick is the founder of Lighthouse Financial Strategies, and specializes in designing customized financial plans and managing investment strategies for families and small business owners since 2002. His professional background includes manufacturing engineering, product development, and business management. Investment Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor. Securities are offered through cfd Investments, Inc., a registered Broker/Dealer, member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Lighthouse Financial Strategies is not a subsidiary of nor controlled by Creative Financial Designs, Inc., nor cfd Investments, Inc. Neither Lighhouse Financial Strategies or the cfd companies offer tax or legal advice.
True Peace Financial Solutions is dedicated to providing tailored insurance and financial services to clients throughout the greater Kansas City metropolitan area. By getting to know your unique situation, we can create customized plans for helping you reach the financial goals you've set for retirement, legacy and living.
Spend well, give generously, live a worthwhile life! Transform your future! Transformational coaching! Biblical, life-changing help! Gain real, actionable insights. Make a realistic, solid plan. Achieve the freedom you want. More than just a numbers/budget session. 10 Years & Hundreds of Client Transformations! Break through! If you want to take control of your future and achieve your dreams, invest in yourself with a coach. A coach helps you with your money mindset and how you behave with your money. Take control of your situation. My clients realized $2 million in debt paid off or cash saved in 2020 alone (even with COVID). Businesses average over $100,000 of net income improvement in the first year. I help businesses become profitable (or way more profitable). Stop working so hard with nothing to show for it. Get help today & take control of your business results!
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RTS Financial provides factoring services to trucking companies, and oilfield services companies. We also help trucking companies save money on fuel, tires, maintenance, and more.
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Are you nervous you may be paying too much in taxes in retirement? Call Carlson Financial today for a FREE financial review!
We have been offering retirement guidance and solutions for more than a quarter century using an objective, process-driven approach. We work closely with clients to customize, implement and manage comprehensive retirement strategies for helping achieve their short- and long-term goals. Cy Financial is an independent insurance and investment firm based in Overland Park, KS. We specialize in providing an exceptional level of detailed attention to all of our clients by offering highly personalized services. Cy Financial specializes in offering financial advisory services, including IRA and 401(k) rollovers, Roth IRAs, life insurance and long-term care insurance. We work hand-in-hand with clients to help investors meet their financial goals. Before we make recommendations, we first need to fully understand your needs and objectives. To accomplish this we utilize our S.W.A.N. technique. Together, we then evaluate and plan for long-term wealth creation and estate preservation, customizing
