Rick Isaac

About Rick Isaac

Rick Isaac is the President and Founder of Isaac Financial Services/Altitude Financial…

Experience

1. President

   Altitude Financial Planning

   Mar 1995 — Present

   One of the most powerful forces in life is clarity of purpose. For most Americans, ensuring a comfortable retirement is one of their primary lifetime goals. There are also those who have attained financial independence beyond their lifetime needs and now confront additional challenges, such as wealth preservation and ultimately providing for the efficient, intact transfer of assets to heirs or charities.In a media-saturated marketplace characterized by conflicting opinions and financial entertainment we choose to focus on financial education. Then combine that with a coordinated investment plan and a disciplined approach to the wealth management process. We believe in a responsible process, not attractive-sounding investment stories. The cornerstone of our investment philosophy is a strategic asset management model tied to a well-thought-out plan that can help our clients to achieve their lifetime goals.\"We Help Clients Achieve Their Lifetime Dreams By Making Wise Financial Choices\"Registered PrincipalSecurities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC.Investment Advisor Representative Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor.Cambridge and Isaac Financial Services, Inc. are not affiliated.

Education

• Arizona State University

  Master's degree

  1985 — 1986

• Grace University

  BA

  1978 — 1982