Financial Plan
Planning for Every Stage
Life changes—but your financial security shouldn’t. Whether you’re raising a family, supporting aging parents, preparing for retirement, or planning your legacy, Rickert Financial Group is here to guide you. We help professionals, retirees, and multi-generational families in Waterloo and beyond navigate life’s financial decisions with clarity and confidence.
Planning for Your Family’s Future
Protect your loved ones and build lasting security with personalized financial strategies for your family’s unique needs.
Growing and Protecting Your Wealth
Make the most of your savings with investment and tax strategies designed to grow and protect your wealth over time.
Preparing for Retirement
Ensure your lifestyle is supported with reliable retirement income strategies that make your money last.
Managing Rising Costs and Inflation
Stay ahead of life’s rising expenses with strategies to manage risk and protect your purchasing power in retirement.
Caring for the Next Generation
Support your children or grandchildren through education savings, family gifting strategies, or multi-generational planning.
Leaving a Legacy
Ensure your estate and assets are passed on smoothly and tax-efficiently, supporting the people and causes you care about most.