Rick Isaac Email & Phone Number

Colorado, United States

We have a passion for helping our clients achieve their dreams and working collaboratively to accomplish that result. As a firm we offer over 60 years of combined professional experience and a wide variety of services including comprehensive financial and wealth planning, asset management, risk management, retirement planning and education planning. We deliver personal and visionary client service and are dedicated to cultivating long term relationships by focusing on what is important for the client and acting in accordance with a fiduciary standard.

Colorado Springs, Co And Wichita, Ks

One of the most powerful forces in life is clarity of purpose. For most Americans, ensuring a comfortable retirement is one of their primary lifetime goals. There are also those who have attained financial independence beyond their lifetime needs and now confront additional challenges, such as wealth preservation and ultimately providing for the efficient, intact transfer of assets to heirs or charities.In a media-saturated marketplace characterized by conflicting opinions and financial entertainment we choose to focus on financial education. Then combine that with a coordinated investment plan and a disciplined approach to the wealth management process. We believe in a responsible process, not attractive-sounding investment stories. The cornerstone of our investment philosophy is a strategic asset management model tied to a well-thought-out plan that can help our clients to achieve their lifetime goals."We Help Clients Achieve Their Lifetime Dreams By Making Wise Financial Choices"Registered PrincipalSecurities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.Cambridge and Isaac Financial Services, Inc. are not affiliated.

Master'S Degree, Accounting And Taxation

Ba, Christian Education