Richard “Rick” G. Tarbell, Jr.

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    Email Address: Rick@PartnersWealth.net
    Office Phone: 210-524-1049 ext. 42
    Fax: 210-524-8154

    BUSINESS PHILOSOPHY

    I believe I have a responsibility to help my clients make informed decisions that will give them the financial independence they desire. This I hope to achieve not only by providing information that will help them better understand their personal and business assets, insurance and investments all in the context of the world we live in. As most investors ultimate goal is to generate income for retirement, I believe a balanced approach is important. Investment strategies we utilize should consider many things, including tax efficient strategies and client’s tolerance for fluctuation (risk) of assets.

    PROFESSIONAL ADVANCEMENT

    • FINRA Series 6, 7, 63, and 65 Securities Registrations*
    • Life, Accident, and Health Licensed
    • BBA Degree, University of Iowa, 1980
    Securities registrations are held through LPL Financial.

COMMUNITY INVOLVEMENT

PRODUCTS AND SERVICES

  • Investment Strategies
  • Retirement Planning
  • Business Succession Planning
  • Estate Conservation & Analysis
  • Charitable Giving
  • Life Insurance
  • Health Insurance
  • 401(k) & 403(b) Plans
  • Non-Qualified Retirment Planning
  • Traditional & Roth IRA’s
  • Mutual Funds
  • Disability Insurance
  • Long Term Care Insurance
  • Business Overhead Protection
  • College Education Funding (529 Plans)