Rich Wealth Planning is a Cape Coral, Florida-based financial advisory firm dedicated to helping clients achieve financial freedom through personalized wealth management and retirement planning services. Founded by Al Rich, a Chartered Retirement Planning Counselor (CRPC®), the firm emphasizes a values-driven approach, prioritizing God, family, and service.

The firm’s mission is to provide tailored financial and investment guidance that reflects each client’s core values. They cater to two primary client groups: individuals nearing or in retirement seeking to preserve and grow their investments, and younger generations (Gen X, Y, and Z) aiming to build wealth for long-term goals.

Rich Wealth Planning offers a comprehensive suite of services, including investment planning, retirement strategies, life and long-term care insurance, IRA and 401(k) rollovers, and tax planning. Their investment philosophy focuses on long-term growth, diversification, and avoiding market timing.

Leveraging the resources of LPL Financial and a network of tax professionals, attorneys, and estate planners, Rich Wealth Planning provides clients with holistic financial solutions. The firm’s team, including Wealth Advisor Mark Cochran and Administrative Associate Michele Terranova, is committed to building lasting relationships and guiding clients toward their financial objectives.