Rick Umbrio

About me

I specialize in helping small business owners and professionals by building financial plans so they pay less taxes, build their wealth and minimize taxes on wealth transfer through estate planning strategies. I succeed through building trust-based relationships with my clients and implementing strategies to help them work through their business issues as well as achieve their personal goals. After all, if you are taking care of your business, who is taking care of you?

Do you find yourself:

❌ Frustrated by having to pay large amounts of tax from your hard-earned income?

❌ Feeling your assets are not growing?

❌ Thinking about your long-term goals and how to achieve them?

❌ Concerned about your retirement plans for you and your family?

Perhaps you have not found a trusted advisor to assist you in mapping out and resolving these issues. Having lived the life of a professional and small business owner, I know you wear many hats to run your business so there are many areas that you feel you never have the time to sit down and analyze.
As a trusted advisor, I can:
✔ Provide guidance on how to minimize taxes

✔ Analyze your assets to ensure they provide appropriate growth based on your stage in life

✔ Give you the confidence of knowing your wealth is professionally managed

✔ Review and implement a retirement plan to help you retire on your terms

I would like to show you how you can achieve control over your financial planning needs and save time for more important tasks in your busy life.

Let’s book a 20-minute online meeting to learn more about how I can help you build a solid financial and retirement plan while you enjoy the freedom of having extra time in your schedule for more important things.