Dwight Rich, RSSA®, CFP®
Dwight is a Registered Social Security Analyst, Certified Financial Planner®, and Fiduciary. He earned a CFP® designation from the Certified Financial Planner Board of Standards in 2007 and has over 25 years of financial industry experience. He is the President/Owner of Rich Wealth Management, LLC and has previously worked with institutions such as Bank of America, Merrill Lynch, and PaineWebber. The focus of Dwight’s practice is on retirement planning and investment management. The scope of services include: retirement planning, estate planning, insurance, education planning, liability management, tax planning, and fiduciary investment management. Dwight carries the series 7, 9,10, 63, and 66 securities registrations. He holds a BSBA in Finance from the University of Louisville.
Most People Leave Money on the Table
Very few people get all the Social Security they deserve.
The average household is losing $111,000 in potential income.
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Dwight provided exceptional service. He is well qualified to handle social security issues. Dwight was professional and very respectful of my situation. He listened to my concerns and offered advice specific to my financial needs. Great service!
Dwight has been our financial advisor for years. Through his expertise and guidance, my husband and I were able to retire early at ages 60 and 56, respectively. In addition to being exceptionally knowledgeable in financial instruments and the market in general, Dwight is a genuine and approachable professional. I would HIGHLY recommend Dwight to be your financial advisor.
Key to me is Dwight is a fiduciary. Merriam Webster defines this as relating to, or involving a confidence or trust. Throughout the entire relationship with Dwight, he has earned my trust and confidence.
He is diligent with keeping up with my goals and my current situation. He has always been prompt to act in my best interest and continues to manage my portfolio with his strict adherence to sound investment principles. I have never hesitated referencing others to Dwight for financial advice.