Richard J. Rick Haberstroh
Prudential Advisors - Financial Planner
- Role
- Financial Advisor at Equitable Advisors
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Richard J. Rick Haberstroh
As a Financial Planner and Estate Planning Coach, at Prudential Advisors I am proficient in:1. Qualified Retirement Plan Design, Support, and Services 2. Business Ownership and Professional Practice Succession3. Estate Planning Strategies4. Coaching Life Transition Advisory Services (business ownership, blending family asset protection, multi-generational wealth preservation, “gray” divorce transitioning, healthy generational wealth transfer, education trusts, multi-generational charitable gift planning, planning services bringing fulfillment, purpose, and long-term family wealth preservation (over 100 years)My team is holistic in its approach. We can best serve your interest when you are comfortable working with experienced, knowledgeable, highly trained, and skilled individuals in their respective areas of interest. These individuals form your team, and your team will have a complete understanding of your financial situation before we start your planning. Your desires for the rewards of what you have worked and saved for, received - managed or grown - are the center of planning.Our job is to present all possible factors for your consideration, so you have opportunity to make the best decisions for yourself and those you love. Then we outline the process necessary to get you there - ensuring you complete our process with everything in place - for yourself and those you love. This approach brings you confidence -through clarity.My work is my calling and passion. My colleagues bring other advanced, time-tested technical skills and perspectives to the process, creating a diversely skilled mixture of talent for you. Your confidence in each individual\'s proficiency in their role and the logic of our wholistic and complete processes ensures you receive what you expect - in a spirit of transparency, goodness, fairness, honesty, compassion, and empathy in all we do - this is how my Prudential Advisors team measures success.
Experience
Financial Advisor
May 2022 — Present · US
Education
University of Alberta
Agile Product Manager Certification, Computer and Information Sciences and Support Services
2018 — 2018
The University of Alabama
Bachelor of Business Administration - BBA, Business Administration
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