Rick White, Trusted Advisors MUST Add Estate Planning To Their Practice

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Rick White has been in the financial services industry for more than 40 years. A well-regarded author, speaker, educator, and consultant, he co-founded Retirement Wealth Academy. His company, Rick White Consulting, is a Tax & Estate Planning Design consultant to Patriot Wealth Management, Inc. in Raleigh, NC, as well as numerous business owners, professionals, and highly paid executives.

Recognized as one of the tops “Safe Money” and “Tax-Free Retirement” experts in the industry, he has helped countless individuals and their families navigate successful planning for a secure and well-deserved retirement. He believes in managing risk and that being able to keep your hard-earned money well protected is crucial to growing and maintaining your family wealth. Rick is passionate about his clients’ financial education.

Whether it’s in the classroom or online, he strives to bring the participants real-world financial truths that are designed to help them keep more of what they earn, accumulate, and acquire. He is widely recognized as a contributor to Fortune/CNN/Money.com and FoxBusiness.com. When not devoting his time to his clients, Rick enjoys spending time with his family and visiting with his children and grandchildren.

  • Retirement Advisor
  • The Retirement Co-Founder of wealth Academy
  • National Social Security Advisor Certificate Holder

To contact Rick White: https://www.bottomlineprotection.com/

WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or his team member.

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