Testimonials

People You Trust, Trust Encore Wealth Planning…You Should Too.

Donald Goldberg, Owner

M~Lend Finance

“Rick takes a business relationship and manages to take it to a personal level. He is extremely service oriented; if there is anything that needs to be done…he assumes responsibility and always delivers. He has a wealth of experience and expertise that I find unmatched in the business. When I have questions I email or call and he is immediately available, always on call; plus he does not give up until the issue is resolved. Rick handles all my financial planning and retirement…I’d never have it any other way. Personally, I think Rick is the best and I trust him with my family and my future. You simply couldn’t be in better hands. I highly recommend Rick.”

Jed Brenner, President

Elgin Furniture

“Rick is very service oriented, always available. If I leave a message he gets back to me immediately. When he says he will do something, he does it promptly and correctly every time…like clockwork. He has interacted with attorneys for us and done a tremendous job. Rick is a great partner to have on your side; an asset to any person and I trust everything in his hands.”

Irwin Haber, Chairman

PDI Group

“Rick is a tremendously sincere person who is always most interested in his clients’ well being. He has the unique ability to look at his clients from a business and personal perspective; allowing him to create plans that are most meaningful to any client. Rick is someone you can tell loves his job with a passion, it shows in everything he does and everyone he touches.”

Services Include

  • Personal and Business Life Insurance
  • Key Man Insurance
  • Business Continuation Planning
  • Finance & Banking Relationships
  • Annuities (Fixed & Structured)
  • Long Term Care Insurance
  • Medicare Supplements
  • Fee Only Advice