With more than 40 years of experience in insurance and financial services, Rich L. Follett helps families and business owners build comprehensive financial plans that coordinate estate planning, retirement income, asset protection, and wealth transfer strategies.
Rich holds both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College of Financial Services — two of the most rigorous and respected credentials in financial planning. As an Investment Adviser Representative with United Advisors America, he brings hands-on experience advising families on legacy planning, asset protection, and retirement income strategies.
Comprehensive financial planning integrating estate, retirement, tax, and insurance strategies into a cohesive plan tailored to each family's goals.
Trusts, wills, beneficiary designations, and asset protection strategies that preserve wealth across generations and coordinate with the broader financial plan.
Income distribution strategies, Social Security optimization, annuity analysis, and longevity risk management for secure retirement outcomes.
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