Rick Aiken Email and Phone Number
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Rick Aiken personal email
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Our mission at Wealth and Retirement Advisors, LLC is to help our clients achieve peace-of-mind, by securing their financial future through a consultative, partnership approachWe offer & custom design financial strategies for busy business owners and individuals of all ages; especially those planning for or who have already entered retirement.My personal practice centers primarily on three types of clients:1) Small business owners/partners & their employees (under 200 employees)2) Individuals & Families from their early 30’s to late 60’s, focused on comprehensive Financial Planning for all stages of their lives3) C Level Executives & High Level Managers with complex Estate, Tax, Compensation and Business Continuation IssuesAmong our Specialized offerings:Comprehensive Financial Planning, Wealth Management, Investments including Professionally Managed Funds who have consistently outperformed the buy/hold strategy employed by all 401k’s offered by companies, 401k’s & Rollovers, IRA’s/Roth IRA’s, Guaranteed/Protected Lifetime Income, Business Succession/Continuation Planning & Implementation, Business & Personal consulting on an array of key financial issues, Life Insurance Tax Planning, Federal Benefits, Thrift Savings Plans, Government Pensions, Tax-Free Income for Life, Estate Planning, College Planning and much more.I have been featured in Business Journals, Radio interviews and hosted my own personal radio show on the local ESPN affiliate. With over 13 years of experience in comprehensive financial planning, I also incorporate experts in every area of the Financial Planning spectrum: CPA’s, Tax/IRS Professionals, Estate Planning Attorneys, Business & Real Estate Attorneys, Certified Professional Planners & Chartered Financial Consultants to ensure that your Custom Designed Financial Plans integrate all aspects of issues you will encounter.For a personal meeting, email raiken@wradvisorsllc.com or visit www.wradvisorsllc.com.
Wealth & Retirement Advisors, Llc
View- Website:
- wradvisorsllc.com
- Employees:
- 11
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President And FounderWealth & Retirement Advisors, LlcCharlotte, Nc, Us -
President & FounderWealth & Retirement Advisors, Llc Jan 2003 - PresentCharlotte, North Carolina Area -
President & FounderCollege Planning Professials Of The Carolinas 2012 - Jun 2016Charlotte, North Carolina Area
Rick Aiken Skills
Rick Aiken Education Details
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Business/Commerce, Marketing -
Independence High School
Frequently Asked Questions about Rick Aiken
What company does Rick Aiken work for?
Rick Aiken works for Wealth & Retirement Advisors, Llc
What is Rick Aiken's role at the current company?
Rick Aiken's current role is President and Founder.
What is Rick Aiken's email address?
Rick Aiken's email address is ra****@****llc.com
What is Rick Aiken's direct phone number?
Rick Aiken's direct phone number is +170492*****
What schools did Rick Aiken attend?
Rick Aiken attended Unc Charlotte, Independence High School.
What are some of Rick Aiken's interests?
Rick Aiken has interest in Carolina Panther Football, Family, Social Services, Economic Empowerment, Education, Environment, Reading, Duke Basketball, Golf, Travel.
What skills is Rick Aiken known for?
Rick Aiken has skills like Fixed Annuities, Marketing, Retirement Planning, Retirement, Small Business, Estate Planning, Strategic Planning, Financial Planning, Investments, Life Insurance, Sales, Federal Government Benefits.
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Rick Aiken
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Rick Aiken
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