Rick keeps us on track, ensuring we have everything we need in place for our family. His genuine passion for helping his clients shows in every conversation. Highly recommend!
August 2023
I have been working with Rick for years, can't say enough good things about him! Rick is knowledgeable and great to work with. 10/10 Recommend.
August 2023
The Financial Zen team is fantastic! I've been with them for 2+ years and in that time, Rick has helped guide me through several complex financial transactions. He is very knowledgeable, creative, and responsive. A great partner for navigating life's twists and turns (the good ones as well as the bad!!!)!
First, we'll get your financial house in order. (We'll even clean out your garage!) Then we'll put you on the fast track to financial independence.
The average age of our members is 39. Their average projected retirement age is 51.
The Financial Zen experience is unlike any other financial planning service in existence. So much so that calling us "financial planners" is like calling the Grand Canyon a "hole in the ground." (Getting your financial house in order is just the beginning, not the end!)
So if you're sick of the rat race and want to get on the fast track to financial freedom, then check out our website. And if you like what you see, then schedule a Discovery Call!
