Rik Saylor Financial is a financial planner in Fairfield, Ohio. The firm provides wealth management and financial planning services to successful individuals, business owners, and families. Their expertise includes fee-based investment guidance for brokerage and trust accounts, retirement plan maintenance for businesses, tax optimization, asset protection, and estate planning.
With over 40 years of experience, the firm focuses on helping clients implement smart strategies to manage, preserve, and utilize wealth. Their comprehensive approach includes risk and reward analysis, college funding strategies, and retirement portfolio management. The team offers specialized services such as tax-loss harvesting, Roth IRA conversions, and Medicare planning. Additionally, they provide insurance coverage analysis and digital estate planning to ensure a lasting legacy. The advisory team includes professionals such as Eric Hamberg, CFP, who collaborates with attorneys and CPAs to address all aspects of a client's financial plan.
The office is located on Nilles Rd, situated about 0.3 miles from Fairfield Middle School and Fairfield Creekside Middle School. The location is a short drive from Dixie Highway and approximately 0.8 miles from Lions Park.
The business maintains well-documented information online, ensuring that their professional details are easily accessible to those seeking financial guidance.
Rik Saylor Financial provides dedicated wealth management and strategic planning to help families in Fairfield secure their financial futures.