We work with our clients to build a financial plan that makes sense for them and their families.  After a financial plan is built we work to ensure the plan is implemented through the smart use of insurance services and investment management work.  We work with our client families to coordinate all their professional services such as tax and estate planning so that their financial plan works as well as possible.

Rick Powell is the principal LPL financial planner for Primoris Financial Solutions Co.  He has been an independent financial planner for over 26 years.

 

Rick is a CERTIFIED FINANCIAL PLANNER™ professional.  The CERTIFIED FINANCIAL PLANNER™ designation (abbreviated as CFP®) is earned and awarded through The Certified Financial Planner Board of Standards, Inc. (the CFP Board) in Washington, D.C.


Rick is a Chartered Life Underwriter.  The Chartered Life Underwriter designation (abbreviated as CLU®) is earned and awarded through The American College of Financial Services  in King of Prussia, Pennsylvania.

 

Rick is a Chartered Financial Consultant®.  The Chartered Financial Consultant® designation (abbreviated as ChFC®) is earned and awarded through The American College of Financial Services  in King of Prussia, Pennsylvania.

Securities and Advisory services offered through LPL Financial.  A registered investment advisor.  Member FINRA & SIPC.


​Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


The LPL Financial representatives associated with this website may discuss and/or transact securities business
only with residents of the following states:  AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, KS, MD, MO, NC, NJ,
NM, NV, NY, OH, PA, RI, TX, UT, VA, &WA.