Where do you want to go? We'll get there, together.
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!
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin

Welcome to the family!
With over two decades 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.

Your goals are our goals.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.