Rick Willoughby

Rick Willoughby

Rick Willoughby, AWMA®, AAMS® is a Registered Principal offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and registered investment advisor. Member FINRA and SIPC. Independent Financial Group, LLC and Symphony Financial Services, LLC are not affiliated. We offer retirement account management strategies based on the goals, objectives, risk tolerance, needs, and time frame of the participants. Our retirement account management options are appropriate for a wide range of participants; whether it is a new participant who is just beginning to save, or it is an established account for the participant who has substantial retirement savings and is preparing to retire. I'm a news junky, enjoy playing music, spending time with my wife, Nataliya, our children and grandchildren. They can keep me busy for days!

401k Options –Yes, You Are Probably Overwhelmed

Who doesn’t want to be financially secure in retirement! However, here’s the brutal reality: More than 80 percent of you aren’t confident you will have...

The Market Makes You Nervous? – How to Get a Grip on Retirement Planning

Who doesn’t get nervous about what the markets are doing? The reality is this: There is so much anxiety about market fluctuations that mental health...

Worry About Money? A Lot of Energy But No Gains

About 43% of you worry about money. That’s what the Institute of Financial Planning and National Savings and Investments found. That means that you’re putting...

DIY for Home Improvement – Not Funding Your Retirement

The media aren’t over-stating this retirement issue. There really is an economic catastrophe overtaking those over-65. One out of seven of the over-65 are living in...

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