During the 2020 pandemic, we created programs and portfolios to meet short-term and long-term financial goals. Have questions about investments, taxes, business credit, and business entity planning ? One of our professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current lifestyle. Next, we recommend an investment, savings & living strategy designed to meet your risk tolerance and goals.
Our team is comprised of people with different kinds of financial literacy experience, but we all have this in common--a commitment to ethics and integrity. We do all the research and give you the options that best fits your circumstances.
Eddie is a combat Veteran and started the company in the middle of the 2020 pandemic; to help his friends and family understand the power of financial literacy and generation wealth. His background includes working 9 years for one of the largest public utilities in California; in the fields of administration, business analytics, forecasting, and budgeting. He left corporate America in 2016, where he starting his first business, Results Nutrition, a health & wellness brands dedicated to providing mental and physical wellness. Now, Rich Casual LLC and its partners have consulted multiple business strategies in the commercial & industrial segments.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment