Rick Aiken

Rick Aiken Email and Phone Number

President and Founder @ Wealth & Retirement Advisors, LLC
Charlotte, NC, US
Rick Aiken's Location
Charlotte Metro, United States
Rick Aiken's Contact Details

Rick Aiken work email

Rick Aiken personal email

n/a

Rick Aiken phone numbers

About Rick Aiken

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.

Rick Aiken's Current Company Details
Wealth & Retirement Advisors, LLC

Wealth & Retirement Advisors, Llc

View
President and Founder
Charlotte, NC, US
Employees:
11
Rick Aiken Work Experience Details
  • Wealth & Retirement Advisors, Llc
    President And Founder
    Wealth & Retirement Advisors, Llc
    Charlotte, Nc, Us
  • Wealth & Retirement Advisors, Llc
    President & Founder
    Wealth & Retirement Advisors, Llc Jan 2003 - Present
    Charlotte, North Carolina Area
  • College Planning Professials Of The Carolinas
    President & Founder
    College Planning Professials Of The Carolinas 2012 - Jun 2016
    Charlotte, North Carolina Area

Rick Aiken Skills

Fixed Annuities Marketing Retirement Planning Retirement Small Business Estate Planning Strategic Planning Financial Planning Investments Life Insurance Sales Federal Government Benefits Financial Planners Insurance Management Team Building Customer Service Wealth Long Term Care Iras Marketing Strategy 401k Strategic Financial Planning Term Life Insurance Comprehensive Financial Planning And Wealth Building Leadership Public Speaking Employee Benefits Small Business Financial Specialist College Planning And Funding Instructor Sales Management Contract Negotiation Negotiation Budgets Finance Business Planning Financial Services Team Leadership Coaching Business Strategy Portfolio Management Entrepreneurship Marketing Communications Leadership Development Business Development Social Media Marketing Social Media New Business Development

Rick Aiken Education Details

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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