My name is Richard Ehrlich. I founded The Secure Wealth Planning Group with the focus. My focus is guiding individuals so that they can make informed decisions, avoid costly mistakes, lower their taxes, increase their estate size and find money falling through the cracks in their planning so they could re-direct those dollars to things they care about. And I want to do this for YOU!
As a Certified Financial Fiduciary, I don't believe that any one category of financial vehicle is inherently better than another nor that one type of vehicle is right for everyone. My team and I let the results you desire dictate which vehicles to use.
We then combine those vehicles in a mathematically correct solution to meet your financial objectives.