Rick Watkins Financial Services offers our clients custom professional advice for:
For information on our associates please visit our Associates Page.
Contact us via our Information Request Form for specific questions, financial management assistance, or to request a follow-up from our staff.
Today's investment climate offers unprecedented opportunities. At Rick Watkins Financial Services, our goal is to help clients take advantage of those opportunities by providing them with three key tools:
A clear understanding of their financial goals
A well-defined roadmap for achieving those goals
Ongoing advice to help adjust their roadmap when their needs change
We focus on helping our clients develop a cohesive financial strategy to fit their unique needs, enabling them to meet both short- and long-term objectives.
Use this website to find valuable information for evaluating your current position and progress toward financial goals. Our Articles page outlines financial concepts and highlights products designed to fill gaps in your financial strategy. On the Calculators resource page you will find useful tools to assess your current and future needs. Remember to visit our website often, as our content is constantly being updated.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.