Richard Sterling Price, FSCP (Rick)
Financial Planner, Investment Advisor Representative
Bringing clarity, education, and confidence to business owners and accredited investors through personalized financial planning.
About
Focus: Insurance Strategies, Retirement Planning, Financial Planning, Investment Strategies, Business Succession Planning, Risk Management Strategies, Student Loan Refinancing, Financial Education, Business Owners, College Funding Strategies, Group Benefits
Richard Sterling Price, FSCP has been in the financial services industry since 2009, a consistent qualifying member of MDRT since 2011 (Million Dollar Round Table), and is truly passionate in providing financial planning education, concepts and proven strategies for young business owners and accredited investors alike. Early in his career “Rick” observed a severe gap with individuals’ financial education as high-school degrees and even advanced university classes simply omit adequate financial planning education. Those looking for advice must navigate through a confusing mix of “great ideas,” and “investment tips” from a variety of unqualified sources who seem to all recommend something different.
Rick Price decided to combine his passion with his career and made it his mission to provide the missing financial planning education, insight, and experience to those serious about taking control of their financial future. Business owners working with Rick have a better understanding of their options, and accreditor investors enhanced clarity and confidence they to implement the correct combination of strategies for their specific goals and needs.
Rick graduated as a die-hard gator from the University of Florida in 2004, enjoys everything sports, especially sailing, windsurfing and wakeboarding and is blessed to be father of two amazing children, Bella, and Sterling Price. Rick is actively involved with Calvary Chapel Fort Lauderdale and enjoys investing in the South Florida community through a variety of projects, events, and ministries.
Rick Price is proud to team with Coastal Wealth’s Planning Solutions Group to provide comprehensive planning insight across all areas of high-level financial planning. Rick looks forward to learning about your family and business and invites you to bring any of your financial questions to review, learn your options and collectively design the best customized solutions you seek.
Languages: English
Career Snapshot
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
