Finance & Investment specializing in Retirement Planning
Retirement Planning · Investment Management · Tax Optimization · Estate Planning
Specialties
Retirement PlanningInvestment ManagementTax OptimizationEstate PlanningRisk Assessment
Professional Services
Comprehensive Financial Planning
Professional Timeline
Top District Manager Award
Recognized for exceptional leadership and client satisfaction.
Texas Financial Advisors
Certified Financial Planner (CFP)
Achieved certification demonstrating expertise in comprehensive financial planning.
CFP Board
Financial Literacy Advocate
Led community workshops to enhance financial literacy among local residents.
Texas Financial Advisors
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Expert Q&A
1 answerCommunity questions answered by Richard Barrick
What should my fee structure look like?
I switched to a percentage of AUM model a couple of years ago. It aligns my interests with the client’s, and I charge around 1% for assets up to $1M.