Richard Ioli

Knowledge is the key to a successful financial future. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Advisory services Retirement analysis and programs

• Estate strategies

• Employee benefit and retention services

• Business continuation strategies

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I was born in Hollywood, Florida and later attended the Florida State University where I received my Bachelor's Degree of Science in Finance. I later finished my MBA with a concentration in Finance at Nova Southeastern University, H. Wayne Huizenga School Of Business And Entrepreneurship. I have always been an active and committed member of the South Florida community and have volunteered in various

activities throughout the city of Hollywood. I am the past Vice President of Business for the Hollywood Junior Chamber of Commerce and I am currently a board member for Chaminade-Madonna College Preparatory. On my free time I enjoy the tranquility of free diving and fishing along the coast of Key Biscayne or taking my paddle board out in the Waterways of Hollywood.

HERE’S HOW I CAN HELP YOU

• Financial Education
• Retirement Income Strategies
• Investment Strategies
• Insurance Strategies
• Education Funding Strategies
• Charitable Giving/Estate Strategies
• Business Succession Planning
• Group Benefits