| Company: | Financial Matters |
| Contact: | Bob Richards |
| Address: | 2265 Roswell Rd. Ste 100 |
| City: | Mariettta |
| State: | GA |
| Zip: | 30062 |
| Phone: | 678-354-7823 |
| Fax: | -- |
| Email: | financialmattersgeorgia@gmail.com |
| Website: | -- |
About My Practice
I have been in the financial services industry since 1974. To assist clients, I have earned the following professional designations: Certified Financial Educator, Registered Employee Benefits Consultant, Life Underwriters Training Council Fellow, Registered Health Underwriter. My goal are your goals. I will diligently work to help you find those solutions based upon your needs that will truly make your retirement years Golden.
"There is no time like the present to plan for your retirement security."
Offering Advice Since
1974
Areas of Specialty
Retirement planning
Estate planning
Insurance
Long-term and elder care
Licenses, Certifications, Education, and Affiliations
Designations: CFEd®, RHU®, LUTCF®, REBC®
Insurance Licenses: Life and Health
Education: University of Georgia BBA Economics 1974
Charges to Clients for Services
Commissions on insurance products purchased
My Association with the Office or Firm
Owner/Partner
