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About RICK LAW FINANCIAL SERVICES LLC
RICK LAW FINANCIAL SERVICES LLC is a leading financial services firm that provides expert guidance and advice to clients seeking assistance with their financial goals. With over 20 years of experience in the industry, the team at RICK LAW FINANCIAL SERVICES LLC has a deep understanding of the financial landscape and is dedicated to helping clients achieve long-term financial success.
How does the advisor help clients – Key Takeaways:
• Provides personalized financial planning and investment management services
• Offers a wide range of financial services to meet clients’ unique needs
• Stays up-to-date with the latest financial trends and strategies
• Works closely with clients to develop tailored solutions for their financial goals
Facts and Insights
RICK LAW FINANCIAL SERVICES LLC prides itself on their comprehensive and knowledgeable approach to financial services. They offer a wide range of services including financial planning, asset management, retirement planning, tax planning, and more. Their team of experienced advisors is dedicated to providing clients with the most accurate and up-to-date information to help them make informed decisions about their finances.
One of the key insights that RICK LAW FINANCIAL SERVICES LLC offers is their focus on long-term financial success. They understand that each client has unique goals and needs, and they work closely with them to help achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million+ |
|---|---|
| Number of Advisors: | 10+ |
| Time in Business: | 20+ years |
Financial Services Offered
RICK LAW FINANCIAL SERVICES LLC offers a comprehensive range of financial services to help clients achieve their unique financial goals. These services include:
• Financial planning
• Investment management
• Retirement planning
• Estate planning
• Tax planning
• Insurance solutions
Client Types
RICK LAW FINANCIAL SERVICES LLC works with a diverse client base that includes:
• Individuals
• Families
• Business owners
• High-net-worth individuals
• Corporate executives
Fees & Compensation
RICK LAW FINANCIAL SERVICES LLC is dedicated to transparency and ethical practices when it comes to fees and compensation. They offer fee-based services, which means that they do not earn commissions from the sale of financial products. They believe this structure allows them to provide unbiased and objective advice to their clients.
The fees for their services are based on a percentage of assets under management, with rates varying depending on the complexity of the client’s financial situation. They also offer hourly rates for financial planning services.
Background
RICK LAW FINANCIAL SERVICES LLC was founded by financial expert Rick Law. With over two decades of experience in the industry, Rick saw a need for a more personalized and comprehensive approach to financial services. He assembled a team of talented and knowledgeable advisors to join him in providing top-notch financial guidance to clients.
The company prides itself on its commitment to building long-lasting relationships with clients and providing tailored solutions to meet their financial needs.
Financial Advisor Disclosures to Know
As a financial services firm, RICK LAW FINANCIAL SERVICES LLC is dedicated to transparency and disclosure. They adhere to all laws and regulations set by governing bodies such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Clients can access important disclosure information, including privacy policies and potential conflicts of interest, on the firm’s website.
It is important for clients to understand that all investments involve a certain level of risk and there is no guarantee of future returns. It is the responsibility of the client to carefully review all disclosure information and make informed decisions about their finances.