Our Team
At Platinum Financial, LLC, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Rory Richard Owner/Advisor
Rory Richard
Owner/Advisor
I want to take a moment to introduce my family and myself. We have three boys, Taylor and Dylan, and Devin, and of course, Taryn, my wife. We are a very busy family with sports, cub scouts, hunting, fishing, and school.
Taylor, the oldest, is in college now. (Geez I’m getting old!)
Dylan, the middle brother, loves to hunt, play outside, cub scouts and play video games.
Devin, the youngest, well he is a handful. Chasing after him and trying to keep up with him is what has given me my grey hair!!
Now let me tell you a little bit about myself. I grew up with my father always bringing me in the outdoors and I continue to love the outdoors today. I grew up in Abbeville, and went to high school at Vermilion Catholic. I then attended ULL and received a B.S. Degree in Business Management /Finance and then continued on to earn my MBA. I have been helping clients for 20 years now.Â
I am committed to assisting our clients in every way possible. It is our intention to develop a long term and committed relationship with all our clients.
Take Control of
Your Future
Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
Come Meet with Us
To learn more about Platinum Financial, LLC or to schedule a no-obligation meeting, contact us today!
