MY Story
Rick Thomas | Senior Retirement Strategist
Hi, I’m Rick! With over 40 years of experience serving people in various capacities, including 18 years in the financial services industry, I have dedicated my career to helping individuals navigate the often complex world of retirement planning. As a Retirement Benefits Consultant and Public Employee Retirement Strategist, I specialize in guiding clients through the intricacies of securing a financially stable and fulfilling retirement.
I offer expertise in a wide array of financial products and strategies, including pensions, 403(b), 401(k), IRA, and ROTH accounts. In addition, I provide personalized assistance with rollovers, transfers, and life insurance solutions, ensuring a comprehensive retirement plan tailored to each individual’s unique goals.
Mission
My mission is clear: to help clients achieve financial independence while minimizing their tax burden. My goal is to empower individuals to have more money in their retirement years than they did during their working years —enabling them to enjoy a comfortable, secure future without financial stress.
primary aim
At the heart of my work is my Primary Aim: to live a life of loving kindness with integrity and honor, embracing each challenge with joy. I strive for ever-expanding freedom while honoring God by serving others. Through this guiding principle, I approach retirement planning with a holistic, compassionate perspective, focused on both financial success and personal well-being.
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