
SETTING OBJECTIVES. REACHING YOUR GOALS.
Rick Althoff, MSFS, ChFC, CLU
My professional credentials and life experiences uniquely qualify me to be your financial coach – to help you reach your goals. I am a Chartered Financial Consultant with a master’s degree in financial services. I am also a Chartered Life Underwriter who knows how to design life insurance programs to perform as a lifetime investment as well as an after-life safety net for your family.
Personally, thanks to undergraduate degrees in physics and math, I am keenly aware of how things work, including the world of finance. I’m adept at navigating new and unexpected circumstances, gleaned from successful parenting of 10 children, a lifetime of world travel, participation in athletics, and having served in the Peace Corps in Nepal, Asia. Formal education, life enrichment opportunities, community service, and physical fitness remain top values of mine. Financial fitness is just as important and serves as a means to those ends. With my experience and vision, I can help you reach your own goals. Try me!
View our servicesWE OFFER A FREE CONSULTATION
We’ll help define your path forward.
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