Experience Counts

Planning and focus are your greatest assets when it comes to tackling financial challenges and making progress toward your dreams. Here’s an anecdote that illustrates my own track record and philosophy for success:

The experienced porters at Tanzania’s Mt. Kilimanjaro said the 19,340-foot climb required a minimum of five days. Much to their surprise, I did it in three—just as I had planned. Calculating how much of the rough terrain I could cover in a day, I had a clear and realistic goal in sight. From there, my greatest asset was focus.

I can help you reach your goals, too. Whether you feel like you’re at the base of an impossible mountain or you simply feel the need for an experienced guide, I can help you to the top.

SETTING OBJECTIVES. REACHING YOUR GOALS.

Rick Althoff, MSFS, ChFC, CLU
My professional credentials and life experiences uniquely qualify me to be your financial coach – to help you reach your goals. I am a Chartered Financial Consultant with a master’s degree in financial services. I am also a Chartered Life Underwriter who knows how to design life insurance programs to perform as a lifetime investment as well as an after-life safety net for your family.

Personally, thanks to undergraduate degrees in physics and math, I am keenly aware of how things work, including the world of finance. I’m adept at navigating new and unexpected circumstances, gleaned from successful parenting of 10 children, a lifetime of world travel, participation in athletics, and having served in the Peace Corps in Nepal, Asia. Formal education, life enrichment opportunities, community service, and physical fitness remain top values of mine. Financial fitness is just as important and serves as a means to those ends. With my experience and vision, I can help you reach your own goals. Try me!

You need not be rich or sacrifice at the expense of living fully.

You just have to have the right plan.

I’ll show you how. I’ll help you climb.

– REQUEST A FREE CONSULTATION –



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