We look forward to helping you reach financial peace of mind.
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You're in Good Hands.
Since its founding in 2001, R.I.C.H. Planning Group, LLC continues to have one focus as a comprehensive financial planning firm: to provide every client with unparalleled service, exceptional industry expertise, and an unwavering commitment to their success. Whether your focus is on investing, risk management, or divorce planning, our team’s philosophy is simple…it’s all about YOU!
Today, RPG’s 2 principals have almost 80 years of combined experience in the financial services industry. Our advisors come from a variety of different backgrounds and have different areas of expertise. The majority of our advisors are either CFPs or are well on their way to obtaining this prestigious designation.
We welcome the opportunity to answer your questions regarding our firm and how we may best serve your financial planning needs. Our areas of expertise are listed here; please feel free to explore our website. We look forward to working with you.
Thanks for visiting,
Robert A. Imparato, Jr. and Craig Hyldahl
FINANCIAL
PLANNING
Our team of financial professionals work with you to evaluate exactly what your needs are and develop a plan designed to achieve your goals.
WEALTH
MANAGEMENT
A sound long-term asset allocation strategy is an important component of our personalized wealth management services.
RISK
MANAGEMENT
We design a plan to evaluate your current financial situation and help you determine the level of risk you are comfortable with.
EMPLOYER SPONSORED RETIREMENT PLANS
Our comprehensive approach allows the employer to remain focused on day-to-day business activities.
ESTATE PLANNING STRATEGIES
Given its complexity, estate planning requires careful attention and an experienced team of financial professionals.
RETIREMENT
PLANNING
Our financial professionals provide counseling and unbiased investment advice for retirement planning and achieving financial goals.
SAVING FOR EDUCATION
Saving for your child’s education requires careful consideration and planning without jeopardizing your retirement savings plan.
