Motivation to plan comes from within — and we’re here to help you activate it.

Meet Paul Ritchie

Founder, Retirement Planning Specialist & Insurance Broker

 

Paul is a retirement planning specialist & insurance broker, who first and foremost is passionate about helping his clients. He was first drawn to this field because of the ability to assist people in such an important part of life, and prides himself on being both professional and personable. He is a state approved licensed professional with the ability to help people across the entire United States. He specializes in retirement planning, health insurance, dental/vision/hearing plans, private pensions, income protection, mortgage protection, disability income, long term care, cash accumulation, wealth transfer, plus all life insurance policies, including term, universal life and whole life.

He is originally from England, and moved to the US after meeting his wife. They love traveling together, hiking all the beautiful local trails, and trying new restaurants. They also have two little rescue dogs, who are a welcomed addition to their family!

Paul is on a personal mission to help as many people as possible. He works with people from all walks of life, all age groups, and who work within all occupations. A big rule of his is “safety first”. Paul’s philosophy means that all of his clients keep their hard earned money safe, and not one has ever lost money in a market downturn. It can be hard to recover from a market loss; we’ve all heard of those stories. Paul helps you avoid that as the very first step in your retirement planning or any other cash accumulation plans.

If you have any questions at all, are just curious on how things work or you would like to go into more detail on something specific to you, please reach out to Paul via phone/text at 858.750.8615 or email info@ritchieadvisorygroup.com. There will never be a better time than right now to get started, so reach out and start the process today.

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Insurance & retirement planning are very customized based on your individual needs, so the best way to find the most well-suited solutions is to schedule a call.