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Contact Us: (941) 330-6610
About Us

Rick Maraj

Retirees today are blessed with the gift of better health and longevity. This blessing can have one unquestionable drawback, retirement savings have to go much further and must be very carefully managed to ensure lifestyle is maintained and assets are not outlived. 

With over 20 years of experience in the financial service industry, Rick Maraj has developed unique proprietary income planning strategies that have been adopted by countless pre and post retirees. Most of these proprietary and unique strategies are available to less than 1% of all Financial Advisors throughout the county. 

Mr. Maraj specializes in providing clarity and best – fit financial planning options customized to deliver the guaranteed portion of your portfolio. As an independent Financial Advisor, he focuses on asset protection and solutions for lifetime income.


DO YOU HAVE A STRATEGY IN PLACE FOR GUARANTEED RETIREMENT INCOME?

If you’re not sure about the answer, call or email to set up a no-cost, no-obligation meeting. We would love to meet you, hear about your goals and needs in retirement, and show you how we may be able to help.

Why Choose Us?

Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.

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