11 Huge Differences

Rik Saylor Financial in Fairfield, OH, differs from many other wealth management firms:

1. We educate you on how all financial advisors are paid.
2. We don’t scrimmage for short-term thrills. We design a plan and play for your “end game” of retirement and caring for your next generation.
3. Unlike gambling, we focus on risk adjusted returns and hedging strategies
4. Our philosophy seeks to provide prudent, consistent, yet growth-oriented investment advice. We personally design individualized investment plans tied to your risk tolerance.
5. Rik Saylor Financial's niche is working people: retirees and pre-retirees, individuals, and business owners.
6. You will NEVER be pressured. At your first free consultation, you will NEVER be asked to invest.
7. The Core 4 Solutions System uses a built-in compass. We help you stay on course with regular rebalancing and adjustments.
8. We conduct regular reviews with you in addition to online access 24/7 and email communication. We regularly take your pulse on risk tolerance.
9. Our style is informal and unpretentious. This is not a hobby. It’s our passion. We have families to protect, just like you.
10. We show you how to plan your investment strategy, grow, use, and keep so more of your money goes to you and your family and less to Uncle Sam.
11. We follow the “Golden Rule” of investing. We treat your investments the same way we treat our own investments.

Get to know us so we’re not strangers. Many investors are so afraid of being taken that they stand still and do nothing.

At your first free consultation, you get to know us, and we get to know you and your concerns. You go home while we meet with our team. Then we mutually decide if there’s a fit. For your part, you’ll know. There’s a resonance and trust factor when you can feel someone understands your situation and has the skills, ability, and focus to strategically address your concerns.

For our part, if we think you’re a day-trader or an overly active trader, then we know you won’t be happy with our long-term approach with quarterly tweaking and updating. We don’t build your first plan until we both decide we want to build a relationship.

We prepare you for life’s two major milestones.

Unlike many peddlers and planners who are just seeking fast profits, our goal is to design and administer a successful end game: retirement planning. Our job doesn’t end when you’re gone.

#1. Job #1 is to plan for Financial Independence.

Your risk tolerance shifts dramatically at retirement—when you start drawing down your assets. You don’t want your lifestyle to change dramatically when you retire. You don’t want to be a burden to your family. And you don’t want to depend on Social Security.

#2. Your moral responsibility to your family continues long after you’re gone.

We establish a plan together, for a seamless transition to your loved ones.

Rik Saylor Financial represents working families & business owners.

The overwhelming majority of our clients earned their money.

Rik Saylor Financial's niche is retirees and pre-retirees and business owners. Presently, most of our clients have over $500,000 in assets. We serve clients across the United States.