Meet Rick Fischer
Investment Advisor Representative
I am a dedicated Investment Advisor Representative who has studied Business Administration at Lakeland University. My passion lies in helping individuals achieve their financial retirement goals, ensuring they have a secure and fulfilling retirement. My goal is to help remove the everyday worries and stress about money.
I work to give my clients peace of mind and a clear path for the future. This includes helping with health and life insurance, and evaluating retirement planning tools. I help individuals, families, and businesses with a wide range of goals and budgets because everyone deserves to feel financially secure. I enjoy being an active part of our community helping local neighbors secure their future.
As an independent advisor with Futurity First Wealth Management, I provide truly objective guidance. Rather than just offer a few solutions, I can access FFWM's massive portfolio including many of the top names in the industry. When you partner with me you will get a customized plan tailored to your specific needs. My process starts with discovering your goals and thoroughly assessing your situation. We can review your existing insurance coverage or start from scratch with any questions you have. As a client of mine, you will get a customized plan tailored to your specific needs and everything you need to make well-informed decisions.
NOW is the time to take the first step towards securing your financial future! I invite you to reach out and schedule a personalized consultation with me. Together we can develop a strategy that aligns with your vision for the future.
Phone: (414) 852-1861
Email: rfischer@futurityfirstwealthmanagement.com
Disclosure
Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Sequent Planning conducts business as Futurity First Wealth Management (FFWM) and Union Planning Center (UPC). Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Futurity First Insurance Group (FFIG) and Sequent Planning are wholly owned subsidaries of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning.