Rick Watkins Financial Services

At Rick Watkins Financial Services, we collaborate with clients to achieve financial clarity and empower them to make well-informed financial decisions. Our team of experienced professionals provides personalized guidance and strategies to navigate the complexities of personal finance. We believe in building strong, lasting relationships with our clients and guiding them every step of the way.

1. Financial Planning

We develop comprehensive financial plans that align with your unique goals and aspirations. This includes identifying risks and opportunities, setting financial goals, and creating a roadmap to achieve them.

2. Risk Management

We assess your risk tolerance and help you implement strategies to protect your financial security. This includes evaluating your insurance coverage, investment portfolio, and estate plan.

3. College Funding

Planning for your children's education is crucial. We provide guidance on maximizing your eligibility for scholarships and financial aid, and crafting a saving and investment strategy to cover tuition expenses.

4. Retirement Planning

We help you plan for a comfortable and secure retirement. This includes reviewing your retirement accounts, evaluating investment options, and creating a withdrawal strategy.

5. Estate Planning

We assist in establishing a comprehensive estate plan to protect your assets and ensure your wishes are followed after you're gone. This includes creating a will, power of attorney, and trust.

Our Approach

Our process starts with a thorough understanding of your financial situation and goals. We then work with you to create a customized plan that is tailored to your unique needs and circumstances. We regularly review and update your plan as your life and financial goals change.

Our Commitment

At Rick Watkins Financial Services, we are committed to:

• Providing personalized and attentive service.
• Delivering clear and concise explanations.
• Building trust and lasting relationships with our clients.
• Staying updated on the latest financial trends and regulations.

Contact Us Today

To learn more about how Rick Watkins Financial Services can help you achieve your financial goals, please contact us today to schedule a consultation.