Rick Plata

Further information about Rick Plata:

21st Century Retirement Solutions was formed to help people with the information they need to obtain the most desired benefits for their retirement security. We are a network of agents and advisors trained to offer retirement security solutions to individuals and groups across the United States.
21st Century Retirement Solutions offers fully insured products with guarantees of principal and income that cannot be outlived. We want to educate people so they are able to prepare for an ideal retirement.

Our team includes associates who have earned the Chartered Life Underwriter, Chartered Financial Consultant, and Certified Financial Planner designations. Together we can provide you with expertise and guidance in the areas of estate and retirement analysis, investment and portfolio analysis*, pensions and employee benefit plans, disability income insurance coverage, executive compensation and business insurance plans.

Our planning strategy involves four basic steps:
* Analysis - We conduct in-depth interviews to assess each client's situation and determine his/her long-term goals.
* Development - We combine the information acquired through analysis with our knowledge of today's financial markets and the products currently available to develop a plan that is designed to help the client meet his/her goals within the agreed upon timeframe.
* Implementation - At the client's direction and working in concert with the client's attorney and accountant, we execute the plan we've developed, making necessary adjustments in light of changing circumstances and product availabilities.
* Review - In accordance with the plan we developed, we periodically review the client's program to modify, adjust or enhance our activities to keep the financial program firmly on track.

We support our Associates' knowledge and experience with:
* Continuing education
* Additional certifications and accreditations
* Aggressive recruitment of the industry's top professionals
* In-depth investigations of all new financial products

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Not specified

Education:

Not specified

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Further information about 21st Century Retirement Solutions:

(Size of firm: 10-49 advisors)

21st Century Retirement Solutions helps people manage their wealth and helps them make smart decisions about their money. It all begins with identifying your personal financial goals. When you think about your investments, savings and insurance, there are things you want to accomplish with those financial resources. We'd like to understand what your goals are so we can help you achieve them. For help planning your financial future, we are ready to provide the expertise that focuses on your unique requirements.