Retirement PlanningBusiness PlanningEstate PlanningWealth AccumulationTax-Free Retirement Income
About Michael L Rich, CLU, ChFC — Lake Oswego, Oregon
Michael L Rich, CLU, ChFC is a Managing Director at The MD Insurance Expert, 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.
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Frequently Asked Questions About Financial Advisors in Lake Oswego, Oregon
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.