Michael L Rich, CLU, ChFC

Managing Director at The MD Insurance Expert

Lake Oswego, Oregon

Quick Answer

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™

Contact Michael L Rich, CLU, ChFC in Lake Oswego, Oregon

Phone: 503-781-5897

Email: [email protected]

Website: https://wealthwithoutwallstreet.org/

Areas of Expertise in Lake Oswego, Oregon

Retirement PlanningBusiness PlanningEstate PlanningWealth AccumulationTax-Free Retirement Income

About Michael L Rich, CLU, ChFC — Lake Oswego, Oregon

Licensed Independent Financial Professional · 15+ Years Experience · SafeMoney Certified™

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 wealt...

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Frequently Asked Questions About Michael L Rich, CLU, ChFC & Financial Advisors in Lake Oswego, Oregon

What services does Michael L Rich, CLU, ChFC offer?

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.

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.

Is Michael L Rich, CLU, ChFC SafeMoney Certified?

Yes, Michael L Rich, CLU, ChFC is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

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.