Richard C. Hitchins, CPA, MBA, CFP
Certified Financial Planner Professional
2401 PGA Blvd - Suite 280-P, Palm Beach Gardens, FL 33410
Our Company is built upon Trust, Integrity, Ethics, and Character
We specialize in tax-free Qualified Plan income strategies for a small group of successful individuals who are three to ten years out or less from retirement using real estate and leverage.
Wealth and Tax Management
We open the door to a potential tax-free retirement.
We use the two biggest benefits of the Tax Code to protect large retirement balances from being decimated by the highest levels of taxation.
- Your retirement accounts have a disease: they are infested with taxes.
- Your retirement accounts have a Mortgage. Why would anyone enter retirement with a Big Tax Mortgage around their neck costing the dearly each year they spend down their 401(k) or IRA?
- Your retirement accounts have Required Minimum Distributions (RMDs) that increase each year, and so will your taxes.
Everyone Needs a Trusted Advisor, Who's Yours?
- A Trusted Professional Wealth Quarterback and Financial Consultant - Specializing in Qualified Plan Tax Efficient Distribution & Exit strategies.
- Certified Public Accountant (Inactive*) - 30+ Years (includes experience with Arthur Andersen and Deloitte - not presently practicing*)
- Former securities registered - 23 years
- Life Insurance Licensed - 25+ years
- AICPA Accredited Business Appraiser- studied under Shannon Pratt, the Father of Modern Day Business Valuation Theory.
- University of Vermont - BA
- Rutgers University - MBA
- Former Member of the Financial Planning Association
- Leadership Palm Beach County Graduate
- Boy Scouts of America - Eagle Scout
- Served as an Officer in the US Army
- Green Beret Airborne Special Forces
- Member of the Calvary Church, FL
- Former Member of the Rotary Club West Palm Beach
- Married to Betsy, 34 years, a Delta Airlines Flight Attendant
- Children - Julia, 31, and Chris, 29
- Avocations: Golf, Pickleball & Tennis
- Other Licensed Areas of Expertise:
- FL Life Insurance Licensed Agent
- FL Real Estate Sales Associate
- FL Property and Casualty Insurance Licensed
CFP Code of Ethics
As part of our certification, we agree to a Code of Ethics that requires us to:
Act with Honesty, Integrity, Competence, and Diligence;
Exercise Due Care;
Maintain confidentiality and protect the privacy of client information;
Act in the client's best interest;
Avoid or disclose and manage conflicts of interest;
Act in a manner that reflects positively on the financial planning profession and CFP Certification
Remember: There is not "One" financial planning question on the CPA Examination.
We have a "Tradition of Trust- When it Absolutely, Positively Has to Last a Lifetime."
Please call me to learn more about how we can serve you, or request a complimentary private consultation. We are ferocious about our client's privacy!
Serving South Florida since 1983