One-size-fits-all may be fine for some people, but I believe investment strategies should be tailored to your unique needs and what's important to you and your family. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected, or creating a legacy, we can offer solutions tailored to your unique needs.
You probably would like to know a bit about myself and what drives me to help others. I was born and grew up in Lawton, OK. I'm an armed forces veteran who proudly served during Desert Storm. I have been proudly married to my wonderful spouse, Stephany, for close to 30 years. In addition to being an active member of our community, I volunteer my time to make a difference in my community through my local Rotary group. In my spare time I participate in my weekly bowling league and compete in various regional bowling tournaments.
Since joining the firm in 2002, my primary goal has always been to help individuals who value and appreciate the high level of advice and partnership I bring to each relationship. We treat our clients as we would want to be treated, by following the golden rule, a simple idea that still makes sense in today's complex world.
I would love to help provide the answers to your questions so you can make informed decisions. Please contact me to discuss your situation and options.
With personal service,
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Military Professionals & Veterans
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Animal Rescue
Phone NumberRick Banks at (817) 446-2962
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