About |
Havard Financial Group and Rick Havard are based in Prosper Texas Specializing in Retirement Income Optimization Solutions. The objective “retirement income optimization solutions” is we bring the retirement candidate who plans to take income off their assets during retirement into a higher degree of confidence and competence while making their retirement decisions.
We help people between the ages of 50 and 70 develop stronger financial literacy. In three engaging 45-minute briefings we focus on doubling their competence in retirement planning decisions so that they can to the best of their resources go, be, and do what they want without the chronic outliving their money.
Over the past 15 years I have helped folks make decisions on how to distribute assets during their retirement as well as transfer their wealth through their estate planning. By tailoring plans for individuals, I have accumulated a handful of my favorite tools that I like to use to help them get a clearer picture of this type of important planning.
Securities offered Through Dominion Investor Services, Inc., Member of FINRA and SIPC
Investment Advisory Services Offered Through Dominion Portfolio Management Inc. , A Registered Investment Advisor