Whether you are a pre-retiree, retiree or conservative investor, we want you to have a better financial future. We want you to have financial success for the next 25 years and not go backwards over time, by building a more secure portfolio.
We understand the unique issues facing retirees and those saving for retirement and we are committed to giving you the best advice and services possible. We specialize in financial planning for retirees and those transitioning into retirement. Our services encompass a management system that is designed to be defensive in bad economic times, and opportunistic in good times, education planning, referral partners for tax and estate planning. We take great pride in our relationship with our clients.
Richard G. Black
Richard G. Black is a CPA and President/Owner of his well- respected accounting firm in Farmington, Missouri. Rick, as he is fondly known, has over 25 years of experience that extends to all areas of financial planning and tax strategy. He specializes in tax planning, research, strategic planning, compliance for closely- held corporations, partnerships, and individuals. Rick is excellent at working closely with business owners and individuals on both their personal and business plans. His experience and knowledge make him a highly sought- after accountant in specialty areas such as financial planning, real estate, and retail industries.
Rick is a graduate of Southeast Missouri State University with a Bachelor of Accountancy. He is a member of the American Institute of Certified Public Accountants and the Missouri Society of Public Accountants. His years of experience have created a standard of excellence that Rick strives for daily as well as passing along that mandate and passion to his team of employees.
Rick has been married for 27 years to Beth. She is an excellent first grade teacher winning the tremendous honor of the “Teacher of the Year Award” for her amazing skills in education. Rick and Beth have two sons and a daughter that are all pursuing their goals and dreams. Rick is a grandpa to 2 little granddaughters, Indie and Millie. They are his pride and joy. Rick is active with the Junior Football League and Young faith in Christ as he is a board member for both organizations. He is actively involved in his church and he enjoys playing golf. Rick devotes himself to his family, his business and God.
Collin Black
Collin Black has six years of experience in the financial industry. In that time, he has worked closely with clients to set risk and return goals, protect and create wealth, and devise strategic individualized plans specifically based on his client’s needs. Collin enjoys meeting the challenges in today’s financial industry. He maintains a standard of excellence in customer care and client communication.
Collin is a graduate of Central Methodist University in Missouri. He graduated with a Bachelor of Science in Psychology. He is married to the love of his life and together they have two beautiful daughters named Indie and Millie. Collin enjoys spending time with his family and is devoted to be the best husband and father he can be. He enjoys watching a variety of sporting events and likes to read in his spare time.