Financial planning is not a product—it’s a process. When I sit down with someone for a consultation, I want them to walk away with information that changes how they think about managing their money for the rest of their life. If clients are ENGAGED, they benefit from being EDUCATED, and they end up EMPOWERED. That’s my goal.
Richard J. (Rich) Weihing
Rich is a Certified Financial Planner TM practitioner who helps clients reach their financial goals. He works with clients over time, measuring progress and updating as circumstances change.
Areas of Specialization:
– Retirement Planning
– Protection Planning
– Investment Planning
Rich holds a BBA in Accounting from Southern Methodist University, and earned the Certified Financial Planning TM designation in 1993.