Strategies For Wealth

About Me:

Rick has been in the Finance and Banking Industry for over 20 years. He & his wife, Debbie, live in Somers with their three children: Kristin, Jake and Ryan. He is very active in his community and truly enjoys ‘giving back’. He is presently a member and sponsor of NAAR (a group dedicated to the research of Autism) & hopes to become more involved with this group on a leadership level. This is a very important cause for Rick, as his son, Jake, has Autism, and Rick specializes in Special Needs Planning. In addition, Rick runs the Girl's Softball program for Somers & also coaches baseball & football. In his spare time Rick enjoys music (he's a classically educated percussionist), reading (history, non-fiction & biographies) & sports.

Mission Statement:

My personal mission is to add value in all areas that I am involved in: personally, professionally, and civically.

Personal Quote:

"Life is about making a series of good decisions that in turn, leads to greatness"

Education and Training:

B.S. at Pace, Political Science with concentrations in Economics and Philosophy

Specialized Services Offered:

Retirement Planning
Small Business Owner Strategies
Special Needs Planning

Community, Charitable or Professional Organizations/Associations:

Commissioner of Girls Softball for Town of Somers, NY
Executive Committee Member of SYSO (Somer Youth Sports Org.)
Committee Member for Scholarship Fund (Somers, NY)
Member of NAAR (National Alliance for Autism Research)

Life Insurance Licensed In:

Multiple States

URL:

http://strategiesforwealth.com/rickelliott