Aruba's direct and safe access to the New York Stock Exchange

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Our Financial Planning Services

You’ve worked hard to build your nest egg — now let it work for you. At RICKSTAR Financial, we specialize in retirement planning that’s tailored to your life, your goals, and your legacy. With personalized guidance and trusted investment expertise, we’ll help you create a secure future so you can focus on what matters most.

View Planning Calculators

Wealth Management

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

Investment Services

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

Retirement Planning

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.