Navigate the Path to Financial Fulfillment with Empowering Education and Clear Guidance
Your GPS to Financial Success
In today's uncertain times, achieving financial stability and security has become increasingly challenging.
With 68% of Americans feeling unprepared for retirement, 60% experiencing financial stress-related illnesses, and 64% living paycheck to paycheck, it's clear that many individuals and families are struggling to take control of their financial future
RE - A Return To Essence Financial Services
Empowering Families and Individuals in Uncertain Economic Times.
At RE, we understand those common issues and are dedicated to empowering you to find relief and confidence in your financial journey.
Led by Richard Learmont, a Licensed Financial Professional, our goal is to provide expert guidance and education to help you make informed decisions, grow your wealth, and secure your financial well-being.
Through personalized education and strategies, we empower you to take control of your financial destiny and create lasting prosperity for you and your loved ones.
Your Financial GPS
Just as a GPS helps you navigate unfamiliar roads, our financial services act as your guide through the complex world of money management.
We'll help you:
Master the three rules of money: leveraging compounding interest, optimizing tax advantages, and positioning your assets safely
Create a personalized roadmap to reach your financial destinations
Avoid costly detours and stay on track towards your goals
Adapt to changing conditions and make informed decisions
Key Areas of Focus:
The Power of Compounding Interest - Discover how to harness the power of compounding interest to grow your wealth over time. We'll show you strategies to start early, invest consistently, and let your money work harder for you.
Asset Positioning for Safety and Growth:
Learn how to allocate your assets wisely to balance risk and reward. We'll help you create a diversified portfolio that aligns with your goals, time horizon, and risk tolerance, so you can enjoy steady growth and peace of mind.Tax Optimization Strategies:
Keep more of what you earn by implementing smart tax optimization strategies. We'll guide you through the latest tax advantages available and help you minimize your tax liability while staying compliant.
Our Process:
Discovery: We start by understanding your unique financial situation, goals, and challenges through in-depth conversations and assessments.
Strategy: Based on your needs, we develop a personalized financial plan that addresses your key areas of focus and provides a step-by-step roadmap to follow.
Implementation: We guide you through implementing your plan, connecting you with the right products, services, and professionals to bring your strategy to life.
Review and Adapt: We regularly review your progress, make adjustments as needed, and help you stay accountable to your goals. As your life evolves, so does your financial plan.
Credentials and Affiliations:
As a Licensed Financial Professional, I am proud to be affiliated with World Financial Group, Agents@WorldFinancialGroup.com, the largest financial distribution firm in North America.
World Financial Group is backed by the strength and stability of two industry leaders: Aegon, a global financial institution with a 200-year legacy, and Transamerica, a top 5 insurance company in the US with over 150 years of experience.
Through these partnerships, I have access to a wide range of products, resources, and support from 70+ insurance companies and investment firms to help you achieve your financial goals.
Take the first step, ready to start your journey to financial success.
Schedule a complimentary consultation today to discuss your goals and learn how our expert guidance can help you navigate the path to financial fulfillment.
Richard's expertise in financial literacy was truly transformative. He empowered me with the knowledge and tools to take control of my financial future, breaking down complex concepts in an accessible way. Now I have a deep appreciation for the power of compounding interest and how to align my finances with my life purpose. Richard's passion for this work is unparalleled - I highly recommend working with him.
Samantha Johnson, Founder of Wellness Collective