Michael L Rich, CLU, ChFC is a Managing Director at The MD Insurance Expert and operator of the Wealth Without Wall Street website, serving clients in Lake Oswego, Oregon and throughout the Pacific Northwest. As a Safe Money Certified™ professional with over three decades of experience, Michael helps business owners, professionals, and families achieve their most important financial goals.

Three Pillars of Financial Success

The cornerstone of Michael's business philosophy centers on effectively helping his Oregon clients achieve three key financial goals: safe, secure wealth accumulation during their working years, financial independence when they retire, and developing a source of tax-free retirement income.

Comprehensive Planning Expertise

A seasoned financial professional, Michael focuses on Retirement Planning, Business Planning, and Estate Planning. With all of the economic turmoil in the markets, the country and around the world, it's more important than ever to keep your wealth safe and secure—but also growing.

Distinguished Credentials & Background

Michael received his bachelor's degree from California State University, Northridge. He earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College in Bryn Mawr, PA. A prominent member of the financial services community, Michael has held offices including Past President of the Society of Financial Service Professionals (Harbor Area Chapter).

Safe Money Philosophy

Michael's mission is to help you avoid losing money in the Wall Street Casino, and instead build your wealth SAFELY and SECURELY. Regardless of your financial situation, Michael can help anyone get on the path to become a Safe Money Millionaire and sleep well at night. Michael and his wife Raquel reside with their daughter Emily in Lake Oswego, Oregon.

Contact Michael Rich today to discuss your retirement planning needs in Lake Oswego, Oregon.

Financial Advisors in Lake Oswego

Michael L Rich, CLU, ChFC