
Aruba's direct and safe access to the New York Stock Exchange
Our Financial Planning Services
We help you plan, grow, and preserve your wealth through a personalized and active management approach that prioritizes your objectives and lifestyle.
- Custom portfolio construction guided by needs, risk tolerance, and time horizons
- Active monitoring and timely adjustments, not just automated tools
- One-on-one guidance that explains market dynamics, global influences, and portfolio performance
We help you grow your wealth through a personalized investment approach that aligns with your goals, risk tolerance, and long-term financial objectives.
- Investment strategies tailored to your goals and comfort with risk
- Active guidance as markets and opportunities evolve
- Diversified portfolios built for long-term growth
- Clear explanations so you always understand your investments
With thoughtful and flexible planning, we help secure your retirement with confidence, clarity, and adaptation to life’s surprises.
- Rollover assistance for 401(k) and 403(b) plans
- Analysis and integration of Social Security, pensions, and other income sources
- Ongoing monitoring of tax laws, cost-of-living changes, and unexpected life events
- Plans structured to support your long-term goals while preserving peace of mind
“The greatest privilege of wealth is the ability to shape a future beyond your own.”Richard Griffin, President & CEO
Getting Started
Everyone deserves a clear, confident plan for the road ahead. At RICKSTAR financial we bring deep investment knowledge and a personal touch to every relationship. Together, we’ll design a custom wealth management strategy that safeguards your future and gives you confidence at every stage of retirement.

