Who Is Richard Finn
Professional Background
Professional Background
Richard is an experienced Insurance & Retirement Planning Specialist, with over 20 years in the industry in all facets of insurance. He now employs his broad knowledge of insurance to focus on educating his clients on how to become “FINANCIALLY INDEPENDENT” using safe strategies that will maximize their financial position, protect their life savings and provide for their loved ones.
Personal Background
Personal Background
I am licensed to transact in Life Insurance and Annuities, as well as Property and Casualty Insurances, by the states of Tennessee, Georgia, Virginia, Michigan, Iowa, California, Nevada, and Oregon. National Producer Number: 7337794.
I have been assisting clients with their family protection plans and retirement planning since 2002.
My client base is a "who's who" of several states, including CEOs, entrepreneurs, business owners, and many more.
I earned a B.S. in Business Administration and Tourism Management from the University of Colorado at Boulder in 1995. (Tourism -- Insurance ... it makes sense, doesn't it?)
I have lived in California, Colorado, Japan, and currently, Tennessee.
I have been married to my wonderfully patient wife for 26 years! She is a saint for putting up with me.
We have two tall and handsome boys, one graduated college in May, 2023, and the other is in his Senior year of college in Colorado.
I enjoy lake living, kayaking, outdoor activity, traveling, and my family!
We are involved in our local church with home study groups, prison ministry, men's and women's groups and local charities.
Meet Dakota, the CEO of the Operation!
Meet Dakota, the CEO of the Operation!
Who We Partner With
Who We Partner With
We are an insurance brokerage, affiliated with several groups of Financial Professionals who represent the top A+ Rated, First-Tier companies in Life Insurance and Retirement Planning.
We specialize in assisting our clients with protecting what they love while effectively planning for the future.
We Specialize In:
We Specialize In:
● Indexed Universal Life Insurance
diabetes, heart attack, stroke,
cancer, build, all conditions covered!