Rick Spencer

Rick Spencer is a Financial Advisor committed to helping his clients with investment and retirement planning. Rick utilizes various strategies to help his clients improve their investment potential, reduce financial risk, and help preserve their estate for their heirs.

An advisor since 1998, Rick has witnessed the shift from clients having lifelong guaranteed pensions to funding their own retirement through IRA’s and 401k’s, and the void of

substantive, reliable, retirement income planning. Rick has also served his clients as an IRS-approved tax return preparer since 1998.

Due to these experiences, Rick’s practice focuses on educating his clients on pre- and post-retirement tax strategies, asset preservation strategies and Social Security filing strategies in an effort to provided his clients with the best recommendations to reach their retirement goals.


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