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Rick MacBarron, JD*, CFP®, ChFC, CLU

Rick MacBarron, JD*, CFP®, ChFC, CLU

Financial Planner

Rick works with the owners of successful closely held businesses, as well as other high net worth individuals and families.

His clients achieve a sense of confidence because together they create a comprehensive financial plan based on their goals and objectives which assures them that taxes, expenses and creditor risks are minimized, that the desired succession plan for their business is in place, that their investment portfolio is positioned for optimal performance, and that they will leave a legacy that is both significant and meaningful.

*Licensed, not practicing.