Van Richards
Retirement Planning Specialist | Educating and helping people achieve retirement dreams.
- Role
- Financial Advisor at Advice 4 Life Insurance
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Van Richards
I empower employees to maximize their 401(K) and build the retirement they deserve.Employers and employees: connect with me to optimize your 401(k)!Many people feel overwhelmed by investment choices and confused about fees, but it doesn\'t have to be that way.As the creator of the \"Plan, Pick and Profit\" framework course, I provide a clear, step-by-step system that transforms retirement plan confusion into confidence.With over 30 years of experience as a Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®), I\'ve guided many individuals through the retirement planning maze.My approach simplifies complex decisions and empowers you to understand your options, make informed choices, and maximize growth potential within your employer\'s plan.Ready to take control of your retirement planning? Visit PlanPickProfit.com to learn more about my three-step framework.
Experience
Financial Advisor
Mar 1988 — Present · Houston, TX, US
Your family needs you. I can help you protect them from the financial pain of losing a loved one with life insurance.
Education
The American College of Financial Services
Chartered Financial Consultant (ChFC®), Financial Planning and Services
2019
The American College of Financial Services
Retirement Income Certified Professional, Retirement Planning
Combs College of Music
Bachelor of Music in Music Education
West Virginia University
Education
Skills
- Insurance
- Investments
- Employee Benefits
- Small Business
- Retirement Planning
- Financial Planning
- Asset Management
- Athletes
- Strategic Financial Planning
- Wealth Management
- Fixed Annuities
- 401k
- Securities
- Retirement
- Mutual Funds
- Strategic Planning
- Leadership
- Financial Services
- Life Insurance
- Disability Insurance
- Finance
- 401(K) Retirement Savings Plans
- Term Life Insurance
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