| Advisor Profile |
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Business Description |
| Rich Norkum, CFP, CDFA, CFS, RFC, has spent 22 years helping people create a retirement plan designed to generate an income stream for life throughout the Carolinas. He specializes in pre- & post-retirement planning & comprehensive financial planning. Specifically, Rich serves individuals who want to make sure they are on track to enjoy the retirement they envision. As his clients approach, enter & settle into retirement, there are many lifestyle & financial issues that need to be addressed. It's Rich's goal to address these issues by developing strategies that can give his clients confidence. Besides helping his clients retire in the style they desire, Rich also focuses on tax savings initiatives, asset protection, long-term illness, disability & insurance. He also does pre-divorce planning. |
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| Prepared By: |
Rich Norkum |
| Most Recent Update: |
05/23/2008 |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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If we do a comprehensive financial plan and you are not satisfied, we will either redo your plan or refund your fee. |
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