Financial retirement professional Richard Ehrlich, CLU, ChFC, CFS, started his career in NY in 1994 and has been helping clients secure their wealth for almost two decades.
Richard made the move to Boca Raton and has been assisting individuals, retirees, professionals and business owners, physicians and surgeons, and professional athletes and entertainers with financial preparation ever since. Having worked on Wall Street earlier in his career, Richard understands the capriciousness of the market and safeguards his clients' money from the volatility of the financial industry.
At Secure Wealth Planning Group we believe one can only have true financial peace of mind when one knows without a doubt they have a comprehensive financial strategy designed to provide for them during the good times, and be defensive during the bad. At Secure Wealth Planning Group we also understand people need an ongoing advocate to guide and protect them through life’s unexpected and inevitable turns.
As investment advisors representatives we focus on helping our clients identify and address their most important concerns and goals, from developing a personalized investment st
As retirement and investment specialists, we focus on creating value, security, and peace of mind for our clients and their families.
We specialize in protecting our client's life savings from market volatility, creating family legacies, income tax reduction, and income planning that helps ensure you will always have a paycheck and playcheck for life.
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Investment advisory services are offered through Precision Capital Management, an SEC registered investment advisor.
The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.