Are you looking for strategies to help save taxes while running your business and preparing for retirement? Are you searching for tax effective ways to move money from your company to your family? Are you suddenly in charge of your financial future due to divorce, being widowed or receiving an inheritance and are looking for advice and guidance?
My team and I partner with business owners (including farmers) and those who are suddenly in charge of their financial future, to reach their financial goals. Our office and process is designed to make you comfortable and feel peace of mind that you are going to be okay. I take the time to really listen and get to know you, and I use an established 5-step Process to learn about what is most important to you and why. Once we've identified your unique needs and goals, we'll work together to construct personalized strategies to help you reach those goals. Common strategies include retirement income strategies, making pension decisions, effective succession and tax strategies for business owners, and legacy planning.
I started working in the finance industry in 2001 and have gone through some of the biggest bull and bear markets. This experience helps me provide my clients with the guidance they need to protect their wealth. I chose to build a career at Edward Jones because their values and core beliefs align with my own – namely that we put the client first. If you would like to have a chat about your dreams, goals or worries please call my office.
I have a sports background and I am very active in the Leduc Community coaching both football and hockey. While coaching football at the University of Alberta with Tom Wilkinson, I was fortunate to have been influenced by both Clare Drake, Murray Smith and John Wooden who taught me valuable skills that transfer well into my role as a financial advisor. My whistle hangs in my office as a symbol that my job is to coach, advise and guide my clients towards attaining their goals.
I've been married to my wife Andrea for 21 years and we have 4 awesome children, as well as Hunny our dog. I love calling Leduc home and am proud to be member of this community.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Business Retirement Plans
- Wealth Strategies
- Intergenerational Planning
My Personal Interests
- Sports Enthusiast
Phone NumberRick Medcke at (780) 986-2194
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