Rick Havenridge

BACKGROUND:

Before discovering his passion for investments and financial planning, Rick worked 36 years for the US Postal Service. Now Rick focuses on helping postal & federal employees and many other professions discover and work towards their financial goals to help them retire with confidence and make educated decisions for their future. Rick greatly values that he gets to combine his skills as a financial advisor with his prior experience to help others. He strives to educate his clients in plain language, simplifying the complex, so they can be more comfortable today and more confident about achieving their goals.

EDUCATION & CREDENTIALS:

Rick earned his Certificate in Financial Planning in 2012 from Metropolitan College in Omaha, Nebraska, studying investments, retirement planning, and risk management. Rick holds the FINRA securities registrations SIE, S66, and S7. He also maintains his resident life, accident, health, and annuities insurance licenses. But education never stops; reading, research, and continuing education are all important parts of Rick's life.

INTERESTS:

As a former stock car racer, Rick learned that winning doesn't happen by accident. It took preparation, educated decisions, and the right team. "I've never won a race that I didn't plan to win and prepare to win."
Today, he brings that same mindset to help clients plan for retirement. He'd like to be the crew chief for your financial life. Helping you make informed choices with investments, retirement income, and Social Security.

You will find Rick and his wife Patsy at as many racing events as possible. Dirt track Late Models are their #1 love, but NASCAR, Sprints, Modifieds, or Stock Cars—they love it all! They enjoy RVing, (usually at a racetrack!)
Rick & Patsy treasure 2 daughters and spoil 4 grandchildren here in Nebraska. Rick is licensed in many states and can get licensed where needed, so he is able to help clients anywhere in the U.S.A.

Are you ready to find out if you're on track for retirement? Book a 15-minute introduction call to begin your journey to a more confident tomorrow. (402) 401-2401 Havenridge.Rick@Principal.com