Broker Check

A Wealth of Information is Critical to a Secure Retirement

Richard Cross - Cofounder

I am proud of having a pristine record in the 38 years I have been helping families and business owners navigate the complexities of the financial, tax and insurance options facing all of us throughout our careers and into retirement. I have worked with CPA's and Estate Planning Attorneys to ensure my clients receive the best standard of care when it comes to their financial needs.

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Top 7 Questions to Ask Your Financial Advisor

How long have you been in the industry and are you a "Fiduciary"?

What do you do?

How do you do it?

When do you do it?

How do you get paid?

Do you put it in writing?

How many client like me do you have and what do you see as the challenges and opportunities in working with someone like myself? 

Schedule your no obligation consultation via phone or through our Video Conferencing Program.

Using your desk top computer, iPad and even your smart phone, you can connect with us for a Consultation at your convenience and invite other family members to join in from multiple locations.

Schedule here!

The Choice of a Lifetime – Social Security

Social security is more than just a monthly check. For you and your family, it represents a very complex program with many benefits lasting a lifetime.

At Right Financial Advisor, we have the tools and expertise to help you navigate your options to help you ensure you maximize this benefit in your retirement planning.

Watch Our Video Here

Featured Content:

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
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How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.
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Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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Are you ready to get started? Connect with us!

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