Richard Rafter

As a Financial Security Advisor, I take pride in providing clients wholistic financial planning. It is important to integrate their goals and concerns to create a blueprint that reflects their reality. I aim to lead them down the path that works best for them, while keeping them protected against the unknown. Beyond creating wealth, I also take pride in educating along the way, ensuring full comprehension and buy-in on their behalf.

Having played team sports my entire life, I know the importance of collaboration and cohesion to achieve more. My team and I always strive to provide the most optimal solutions to meet the needs of clients. My athletic background has also instilled within me the continuous desire to improve. This translates to my practice as well. Whether it be products, expertise, or technology, I always want to provide the best for our clients.