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!
Having A Financial Plan So You Don’t Worry
By: Rick Willoughby
Every day you carry out a series of plans: what you’ll eat, outline solutions at work, even review safety plans. You may have even practiced...
3 Tips to Help Make Sense of Your Personal Finances
By: Rick Willoughby
For many people making sense of personal finances is equivalent to reading a foreign language. Earning a paycheck and paying bills on time are pretty...
Planning for a Comfortable Retirement
By: Rick Willoughby
What comes to mind when planning for your retirement? Enjoying nature, time with family, spending blissful hours on hobbies? Regardless of what defines an ideal...
The Market Makes You Nervous? – How to Get a Grip on Retirement Planning
By: Rick Willoughby
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
By: Rick Willoughby
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
By: Rick Willoughby
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...