Richard H Mootz, CFP® CERTIFIED FINANCIAL PLANNER™ professional

 

Mootz Financial Solutions strives to help you get more enjoyment out of life’s bounty by reducing your financial stress and anxiety. We do this through an approach designed to help you E.S.C.A.P.E. the cycle of procrastination with Financial Planning for Paradise!

 

With over a decade of experience in the investment industry, Rick combines his love of people and love of numbers to create solutions that bring harmony to your financial goals. With his broad knowledge and easy communication style, Rick, strives to remove the mystery of financial concepts and products to help you make decisions and take actions toward your life priorities. Known among his clients as the “go-to guy,” Rick can act as the coordinator for all your financial needs, working closely with attorney and tax professional to create a seamless integrated plan for your future.

 

 

Specialties

CERTIFIED FINANCIAL PLANNER

FINANCIAL PLANNING

WEALTH MANAGEMENT

RETIREMENT PLANNING

FINANCIAL RISK ASSESSMENT

FAMILY BUDGETING

INVESTMENT ANALYSIS AND ALLOCATION

COLLEGE PLANNING

LIFE INSURANCE AND LONG TERM CARE NEEDS & ANALYSIS

FINANCIAL COACH

I will help you clarify what it is about money that is important to you.

I will work with you to better understand the world of finance and make better decisions.


I will help reduce stress and anxiety by coaching you through life’s toughest financial challenges.