Hello there, I’m Rick and I understand that financial success doesn’t eliminate stress: it just changes it. This is precisely why I’m committed to guiding clients to clarity in their financial decisions beyond the numbers.In short, I genuinely care about your happiness and life-satisfaction and have developed a comprehensive four-stage financial life planning process. This holistic approach helps doctors, dental professionals and business owners maximize their financial independence and optimize their quality of life. Deeply inspired by Behavioral DNA along with the Stoic Philosophy, I believe in focusing on what you can control and nothing inspires me more than helping clients turn someday dreams into reality.Over thirty years ago I started my firm because of my dedication to helping people solve their financial problems and achieve their goals and aspirations. Growing up, I witnessed firsthand the pain that financial stresses caused my hard-working parents. So, at an early age, I pledged to living a happy life with no money worries. I soon realized my passion and life’s purpose was to help others minimize their money worries while enhancing their quality of life.Are you a doctor, dentist or business owner ready to enhance your quality of life? Let’s connect!Investment advisory services offered through duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC, and Suncoast Advisory Group are unaffiliated entities. Insurance services offered through Suncoast Advisory Group.