A Member of Private Wealth Services1
2010 – 2018 Hour Magazine Five Star Wealth Manager3
Rick is a Prestige Member and Private Wealth Advisor with Sagemark Consulting Private Wealth Services1 which focuses on clients in the high net worth market. For over 30 years, he has provided comprehensive customized financial analysis and sophisticated strategies to help solve significant financial problems for his clients. In addition to his private practice, Rick through a Sagemark Consulting affiliation, works with several national investment firms, their advisors and clientele in the areas of wealth transfer strategies, business succession, and insurance analysis.
Rick has consistently received the highest company honors for his work. He has been honored regularly as one of Sagemark Consulting/Lincoln Financial Advisors top 50 financial planning professionals. Rick has qualified for the prestigious Chairman’s Council4 which represents the top one percent of financial planners affiliated with Lincoln Financial Advisors and is a lifetime member of Lincoln’s Resource Group5, a nationwide network of the top financial planners within Lincoln Financial Advisors. He has been Financial Planner of the Year for Sagemark Consulting/Lincoln Financial Advisors Michigan offices6. Rick is a frequent speaker at national meetings, and has delivered the keynote address at several corporate meetings on charitable, estate, and insurance. Rick has authored numerous estate planning and insurance articles for several national industry publications and has taught courses on estate and financial planning to CPA’s and stockbrokers throughout the country. Rick has been instrumental in helping establish and build a strategic alliance between Lincoln Financial Advisors and one of the largest accounting firms in the United States.
In addition to his business accomplishments, Rick is involved in several civic and philanthropic organizations in his community. He served on the Board of Directors for Big Brothers of Metropolitan Detroit for 15 years, and acted as a Big Brother for over 13 years. He graduated from Wayne State University.
An internal Lincoln Financial Network organization of top planners
2Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.
3The Five Star Wealth Manager award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc
4The Chairman’s Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors.
5The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor
6This internal award is given to LFN planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.