Richard C. Hitchins, CPA, MBA, CFP

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.

1. Your retirement accounts have a disease: they are infested with taxes.
2. 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?
3. 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