Rick Pertzborn

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

Keeping pace with life's changes is important. Let Rick Pertzborn help you achieve a secure financial future.

My Mission

The purpose of my business is to find, keep, and grow meaningful relationships.

I work hard to establish, maintain and enhance business and professional relationships that have the potential to be rewarding on an ongoing basis.

My mission is to help your family or business achieve financial security.  I will work with you to help identify your financial goals, suggest solutions to help you reach those goals, and show you ways to implement them.