Comprehensive Financial Planning for Sworn Employees

"My investment philosophy is rooted in traditional best-practices and based on more than 18 years of managing money. Additionally, my practice is consultative, with an emphasis on unbiased, objective advice. I develop investment plans which match a client's risk tolerance, investment objectives, and income needs. This process is formalized by the creation of an investment policy statement. In this way, the client has a document detailing the parameters for managing the DROP distribution. I encourage you to contact me regarding your specific situation. Successfully managing your DROP in conjunction with your deferred compensation plan (457) is critical to a secure retirement . I have put together a process that goes a long way toward securing your financial future."- Rick Palmer, CFP®

This web site is designed to provide sworn employees with valuable information on retirement planning, particularly with issues relating to the DROP.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.