Our Services
Our Value to Our Clients
Gary P. Ruchin, CLU, ChFC, CFP®, AIF®, EA dba Ruchin & Associates, LLC specializes in creating and developing quality relationships with our clients by providing integrated and coordinated financial solutions to help clients reach their personal and business goals. Drawing upon a network of benefit, investment, insurance and financial professionals throughout the country, our goal is to assist medium and high net-worth individuals and their families, business owners and professionals prepare for a secure financial future. Together, we go through a financial discovery process designed to help you identify and focus on your unique objectives. The extensive network of resources available to us through our affiliated companies allow us to match nearly any need or concern you may have with the most appropriate solution.
Our process is designed to help you:
- Identify your current financial status
- Determine your financial goals and objectives
- Explore varied solutions
- Help you, with other trusted advisors, implement a plan
We specialize in the following areas:
- Employee Benefit Plans
- Business and Executive Planning
- Protection and Insurance Planning
- Wealth Accumulation and Management
- Retirement and Distribution Planning