Services

Wealth Management

  • Advisory Services, fee based or commission
  • 401K, 403b, deferred comp, pension rollovers

Financial Planning

  • Retirement/Wealth Portfolios
  • Financial Plans
  • Risk/Reward Analysis
  • College Funding

Products

  • Stocks, bonds, mutual funds, REITS, variable, 401k's, ETF's (Exchange Traded Funds)

Insurances

  • Life, Long Term Care, Annuities
  • Property/Casualty
  • Business / Liability

Tax Planning / Preparation

  • Integrated with Wealth Management
  • Tax Efficiency Strategies
  • Pro Active Strategies

Estate Planning

  • Legacy Planning (IRAs, 401Ks, 403Bs, Deferred Comp)
  • Probate Avoidance
  • Simple Wills
  • Business/Succession Planning




1241 Nilles Road , Fairfield, OH 45014
Phone: (513) 829-8888    Fax: (513) 829-8863
Email: rik@riksaylorfinancial.com    Privacy Policy    Form ADV Part 2A Brochure and Part 2B Supplement    NPC Privacy Policy    Broker Check

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Advisor. Rik Saylor Financial and NPC are separate and unrelated companies. See “Home Page” for full disclosure statement.

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