Smart Strategies to Make, Keep, and
Use Your Wealth...
at a Fair Price
You’ve worked too hard to leave your financial future to chance
Who’s Stealing Your Wealth?
Smart Planning

Will you run out of money? What’s your strategy? Are you executing it relentlessly to live your best life?
Tax Optimization

Are you volunteering to pay more than your fair share?
Stop volunteering to pay taxes on money you’re not using today.
Estate Planning

Do you have an up to date, written plan that ensures your legacy will impact the ones you love and not the ones that just love your money?
Our Team
About Us
We’ve guided thousands to living their best lives. For over 40 years we’ve helped successful individuals, business owners and families turn dreams into reality with effective strategies, relentless execution, and with a focus on their success. Straight talk leads to clear decisions with results you can see.

Our Audience
Core 4 Solutions
strategy & execution
- You deserve for your money to outlive you.
- Effective strategies and execution can help overcome poor returns and inflation.
Tax optimization
- You shouldn't pay more than your fair share.
- Successful legal tax avoidance requires knowing the rules and taking action.
protection
- You deserve comprehensive coverage at a fair price.
- Thorough analysis exposes unforeseen risks, coverage gaps and mayhem.
legacy impact
- Your legacy should transform your loved ones' lives...forever.
- Probate may be viewed as a train wreck to avoid... Chaos/confusion can create conflict.
- Taking care of your loved ones starts with proper planning.
- We make it simple and affordable to create and maintain an estate plan that meets your needs. Start today to ensure your family's future is protected.
Not ready to talk yet? Let’s start here…..
Stress free, No Fee, Zero Obligation
NOT 100% CERTAIN?
We're here to help... a complimentary second opinion
What our Clients Say.....
"We’ve really enjoyed working with Rik Saylor Financial. They’ve been helpful and accommodating, especially with our estate planning and retirement. It’s given us peace of mind knowing everything is organized and that they’re there to guide us."
R&T Cupp - Client since 2024
R&T Cupp are current clients of Rik Saylor Financial and received no compensation for this testimonial. R&T Cupp's experience may not be representative of the experience of other clients. Past performance does not guarantee future results.
Working with Rik Saylor Financial has been a very positive experience. The team consistently takes the time to understand my goals, both personal and for my business. As a younger business owner who isn’t planning to exit anytime soon, I appreciate how their approach is truly tailored to my situation, adapting strategies that fit my timeline and risk comfort.
I also value the holistic nature of their service. Beyond investment planning, they’ve provided thoughtful referrals and resources that have been genuinely useful to me, like connecting me with a CPA and accounting, advising on 401(k) plan options for my company, and even helping guide large asset purchases. Communication is excellent and responsive, which gives me peace of mind that my questions and evolving needs are being heard and addressed thoughtfully.
I’m glad to have continued working with them after my father’s experience with the firm, and I feel that their guidance and support have helped me manage the complexities of both personal and business financial decisions with greater clarity and confidence.
Adam S
Business Owner & Client Since 2013
Adam S. is a current client of Rik Saylor Financial and received no compensation for this testimonial. Adam's experience may not be representative of the experience of other clients. Past performance does not guarantee future results.
Working with Rik Saylor Financial has always felt personal and genuine. They’ve taken the time to really get to know me, not just my finances, and that has made all the difference.
I’ve always felt heard, respected, and supported, even when I didn’t fully understand everything. They’ve helped me feel more organized and confident about my decisions. I truly appreciate the care and interest they show in me and my family.
Marilyn S
Client since 2017
Marilyn S. is a current client of Rik Saylor Financial and received no compensation for this testimonial. Marilyn's experience may not be representative of the experience of other clients. Past performance does not guarantee future results.
I’ve had a pleasant and honest relationship with Rik Saylor Financial for over a decade. When my wife and I first started thinking seriously about our future and retirement, we knew we wanted professional guidance. Over the years, they’ve given us the knowledge and confidence to feel much more organized about our financial planning.
I’ve especially appreciated how personalized their advice has been. For example, Nate Parker once took the time to review the fine print on an annuity I was considering. He suggested waiting just six months before drawing from it, which ended up making a real difference for us. That kind of careful attention stands out.
The team is always responsive—just a quick call or email away—and they genuinely listen to understand what matters to us. I feel they’ve guided us with a thoughtful, conservative approach that fits our needs and values.
I’ve been comfortable enough with them to refer many friends and family over the years, which speaks to the trust I have in them. For anyone wanting honest, personalized financial guidance, I’d gladly share my experience with Rik Saylor Financial.
C. Hatcher
Client since 2013
C. Hatcher is a current client of Rik Saylor Financial and received no compensation for this testimonial. C. Hatcher's experience may not be representative of the experience of other clients. Past performance does not guarantee future results.
Working with Rik Saylor Financial has been an excellent experience for me and my family. They’ve always treated us with professionalism and respect while taking the time to explain things in a way that’s easy to understand.
I’ve felt truly heard and supported, knowing their advice is tailored to my needs and grounded in knowing me and my family personally. Their communication is always clear and responsive, and I’ve been able to approach my goals with greater confidence and organization.
It means a lot to work with a team that has been there for my parents for years and continues to provide thoughtful guidance for all of us.
— Michael B.
Family Clients Since 2007
Michael B. is a current client of Rik Saylor Financial and received no compensation for this testimonial. Michaels's experience may not be representative of the experience of other clients. Past performance does not guarantee future results.
Success vs Failure
Success
If you plan smart you could:
- Live your carefree best life
- Experience financial independence
- Support your family and your legacy
- Do what you want, when you want
- Years of experience have prepared us to
guide you through your life transitions.
Failure
OR you could:
- Outlive your money
- Lose your independence
- Miss time with your loved ones
- Be unprepared for healthcare costs
Let's Create Something Great Now!
Schedule Your Discovery CallInvestments involve risk, and past performance is not indicative of future results. Any references to protective features or hedging involve insurance products subject to the claims-paying ability of the issuing insurance company.




