Rich Dotson Email & Phone Number

"My business is My Calling, I am Happy and Honored to Serve" If I've learned nothing else in close to 20 years of business and sales, its relationship relationship relationship! In today's business/financial world, there is always another product or another company making bigger and better promises. What there isn't a lot of, are advisors/planners who are invested and dedicated to doing the Right thing for their Clients. I believe that starts with actually Listening to your clients, and putting yourself in their shoes. Focus on taking care of your clients, and the rest will take care of itself. Area's I am passionate about: Family/Personal/Business Financial & Retirement Planning | Income Protection/Replacement | Tax Bracket Management | Social Security Maximization Strategies | ROTH/IRA Strategies | Deferred Compensation | 401K | 403b | 457 Plans | Executive Bonus | Rollovers | Annuities | Life Insurance Planning | Estate Creation/Protection | Pension Maximization | Systematic Retirement Planning | Establishing and maintaining relationships..

Listed skills include Retirement Planning, Insurance, Fixed Annuities, 401K, and 11 others.

• Founder/Ceo

  Thrive Wealth Solutions

  Mar 2017 - Present - San Jose

  Rich Dotson has been helping businesses and families for almost 20 years. He has worked extensively in the affinity groups such as Department of Corrections, Kaiser, local sheriff’s offices, police departments, and various local unions. He also holds multiple securities licenses as an Investment Advisor Representative and he is an active member of the community, serving on many boards and commissions.