Wouldn't it be nice...
To know that you’re prepared for retirement?
To feel less fearful and more confident about your future?
To know that your money is in smart places, pointed in the right direction?
To have a fresh, second opinion with your investment strategies?
To be less worried about your investments, and more focused with your business, family and friends?
To have a welcoming, proactive
relationship with your advisor, instead of simply receiving a quarterly statement?
ABOUT RICK
Hi, I'm Rick, founder of Salmeron Financial.
Officially speaking, I’m a certified financial planner, or CFP®.
I’m not a financial planner because my guidance counselor once told me I should give it a whirl.
I was meant to do this.
I’m that guy who makes your trip to the financial planner a more enjoyable experience, and a lot less like your high school algebra class!
And I'm addicted to help people (like you) grow their wealth.
IMAGINE HOW GOOD YOU'D BE AT SOMETHING IF YOU DID IT EVERY DAY SINCE 1990
How I Can Help You
retire when you want
Help you identify what's working and what your missing, so that you can pursue your financial goals as quickly and easily as possible!
TURN the COMPLEX INTO SIMPLE
Simplicity moves the needle and creates progress! No confusing, complicated terms that make no sense to 94% of the human population. You came for advice, not a finance degree, right?
MINIMIZE your TAXES
Are you taking advantage of the tax breaks available to you? It's not how much you make, it's how much you keep!
create your financial dream team
We work with your other advisors, not against them. Working together, you can go far. Complement, not competition!
save in the right places
Have confidence you're investing wisely, and pointed in the right direction!
get a second opinion on your current advisor
Is your current advisor more interested in selling you stuff that they need, versus services that you need?
AS SEEN ON
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WATCH RICK
IN ACTION
