Richard Hitchcock

Richard Hitchcock

The Retirement Center

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $50,000

Minimum client income required: No minimum required

Title: Financial Advisor

Offering advice since: 1971

Areas of focus:

  • Annuities
  • Elder Issues (long-term care, pre-mortem planning)
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Richard Hitchcock:

Richard is the founder of The Retirement Center and its parent organization, Hitchcock Financial LLC. As its principal and managing partner he overseas all aspects of the firms operations and investment strategies. Richard and his wife Patti have been married for over 40 years and live in Trussville, a growing suburb of Birmingham, AL. They have two daughters and four grandchildren nearby. Originally from Central Florida, Richard holds a BA in Business Management from the University of South Florida and a Masters of Church Music.

Richard began his career in banking in Central Florida and has owned an insurance agency in South Alabama. Prior to launching The Retirement Center and Hitchcock Financial LLC (both independent financial planning operations) Richard spent several years with a major international brokerage firm. This experience has served clients well as Richard applies his understanding of both institutional and independent financial tools and strategies.

In addition to holding the Series 7 (General Securities), 63 (State Securities Law), 65 (Investment Advisory) and Life & Health Insurance Professional licensing Richard has also attained the designation of Certified Financial Planner® through the College for Financial Planning in Denver, CO. The CFP course, examinations, ethical standards and ongoing education requirements are the benchmark in the financial planning profession and yield a comprehensive mastery of all elements of the financial planning process for both individuals and businesses.

Richard spends much of his time conducting investment research, portfolio analysis and working with clients face to face. When not working he enjoys boating, spending time at the lake or beach and is an accomplished musician. He and Patti are involved in their church where Richard works as a part-time music minister.

Compensation and Fee Structures:

Fee based (Assets under management) as well as traditional commission based if desired

Licenses, Certifications & Affiliations:

Certified Financial Planner and Chartered Retirement Plan Specialist represented in our office. Affiliated with ProEquities as Broker/Dealer

Education:

* BA, Business, 1971 Univ Of South Florida Tampa, FL
* MMA, 1980, New Orleans Baptist Seminary New Orleans, LA

Foreign Languages spoken:

some fluency in Spanish

Will provide references upon request?

Yes


Further information about The Retirement Center:

The Retirement Center

(Size of firm: 0-9 advisors)

Welcome to The Retirement Center...

We know that planning for Retirement in many ways is like planting a tree...they both require a seed, a place to grow and ongoing care & maintenance. As months turn to seasons and seasons to years the tree expands and matures. Eventually the tree should blossom and produce fruit. In fact, given enough time and proper care, a tree can provide shelter and sustenance for this generation...and the next.

Our experience and dedication to retirement planning targets the same result. If you are nearing retirement and need your money to produce income you came to the right place. If you are a small business owner and need "turn-key" solutions to managing your company retirement plan you came to the right place.

We help provide Living Financial Solutions for Retirement.


The Retirement Center (TRC) is a service of Hitchcock Financial LLC. The Representatives of Hitchcock Financial LLC hold one or more of the following; Series 7, 63, 65, Life, Health & Variable Insurance licensing and are registered in one or more of the following states: AL, CA, CO, DE, FL, GA, MS, NV, PA, TN, TX, WV. If you are a resident of a state not listed we are required to secure proper licensing in your state of residency prior to further engagement. Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member FINRA & SIPC. The Retirement Center (TRC) and Hitchcock Financial, LLC are independent of ProEquities, Inc.


Contact Information for Richard Hitchcock

Phone: 205-201-1401
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Address for Richard Hitchcock:
3000 Riverchase Galleria
Suite 1010
Birmingham, AL, 35244

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