Rick Zich

Financial Advisor and Partner @Southwest Investment Advisors

As an owner and Financial Advisor of SIA, we recognize the complexity of financial matters in our clients lives and seek to bring clarity by establishing a financial plan unique to each client’s goals and objectives. Southwest Investment Advisors is a family-oriented company. Our goal is to help families successfully navigate from wealth accumulation to retirement and the eventual transfer of wealth to the next generation. When it comes to investments, we invest our client’s money the same way we invest our own money. We primarily focus on retirement plans and wealth building, but we can also help with: • Social Security • Retirement Planning • Life Insurance • Long Term Care • Educational Savings • 401ks/ROTHs/IRAs • Medicare Enrollments • Annuities Rick is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to \'See Contact Info” section above. Investment advice offered through Southwest Investment Advisors a registered investment advisor. Southwest Investment Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit