Mr. Richard D. Loek is a licensed Investment Advisor Representative who is trained in retirement planning and asset preservation techniques. Mr. Loek was selected to be a member of Ed Slott’s Elite IRA Advisor Group™ because of his dedication to his clients and their families and his knowledge of IRA distribution planning.

We identify, isolate and eliminate financial issues that can impact your future, thus providing you with financial peace of mind during your retirement.

Give us a call to findout what might be hidden from your financial view.  One thing our clients say is the complementary review was time well spent.


 
Newsletters

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

HOT TOPIC: Government Intervenes in Credit Crisis

September was an unsettling month for the financial markets that Americans may not soon forget. Here's a look at what happened.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

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