Managing Director at The MD Insurance Expert
Lake Oswego, Oregon
Michael L Rich, CLU, ChFC, Managing Director, is a licensed independent financial professional at The MD Insurance Expert in Lake Oswego, Oregon with 15+ years of experience. Specializing in Retirement Planning, Business Planning, Estate Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 503-781-5897
Email: [email protected]
Website: https://wealthwithoutwallstreet.org/
Licensed Independent Financial Professional · 15+ Years Experience · SafeMoney Certified™
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Michael L Rich, CLU, ChFC at The MD Insurance Expert offers Retirement Planning, Business Planning, Estate Planning in Lake Oswego, Oregon. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
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.
Yes, Michael L Rich, CLU, ChFC is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
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.