Rory Richard

Managing Partner @Redwood Tax Specialists

Lafayette, LA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2022 — Present

Managing Partner @Redwood Tax Specialists

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Lafayette, LA, US

EDUCATION

1993 — 1998

University of Louisiana at Lafayette

Bachelor of Business Administration - BBA

1998 — 2000

University of Louisiana at Lafayette

Master's degree

ABOUT RORY RICHARD

I am passionate about helping to ensure and secure a stress-free retirement for everyone, especially in the challenging times we live in. Your well-deserved golden years should be filled with joy and peace of mind, and I am committed to making that a reality for you.As an Investment Advisor representative at Sound Income Strategies and an Insurance Agent at Platinum Financial, I help investors to secure lifelong income, maintaining their financial stability in retirement without depleting their principal.Have you found yourself having these feelings:Overwhelmed by complex retirement options?Worried about making the right decisions for your financial future?Anxious about the possibility of running out of money during retirement?Concerned about outliving your retirement savings?Perhaps you never had the chance to find a trusted authority in the retirement planning, financial planning, financial advisor space.Perhaps you are too busy to get the chance to sit down and think about these important aspects of your business that may go overlooked.Well, I’m very proud to say that thanks to the knowledge and work done as a an Advisor at Platinum Financial I can help you with things like: Simplicity: We provide a clear and concise retirement planning process, removing complexity and confusion. Our streamlined approach empowers you to make informed decisions with ease Avoid Running Out of Money: Our solutions are designed to help ensure you never run out of money during retirement. By implementing proven strategies, we create a sustainable income stream that supports your lifestyle throughout your golden years. Preserve Principal: We prioritize the preservation of your principal, allowing it to grow and provide long-term financial security. Our knowledeable advisors will guide you on effective investment strategies and income generation methods that do not require spending down your principal.To learn more about how we can help you reach business stability, please shoot me a direct message through LinkedIn or use the contact information below: 33••••••06 Planning | Financial Planning | Financial AdvisorInvestment Advisory Services offered through Sound Income Strategies, LLC, an SECRegistered Investment Advisory Firm. Platinum Financial LLC and Sound Income Strategies, LLCare not associated entities.

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Rory Richard — Managing Partner at Redwood Tax Specialists in Lafayette, LA, US | Unifers