Imagine Retirement: Creating a Secure Financial Future with Rockdale Assets – The RIA Podcast with Seth Greene Episode 192 Guy Paredes and Stephen Richman Stephen W. Richman, President, and CEO of Rockdale Financial Services, Inc., has been providing investment and estate planning advice for over ...

Imagine Retirement: Creating a Secure Financial Future with Rockdale Assets – The RIA Podcast with Seth Greene Episode 192 Guy Paredes and Stephen Richman Stephen W. Richman, President, and CEO of Rockdale Financial Services, Inc., has been providing investment and estate planning advice for over 45 years. A third-generation financial advisor, Steve was introduced to the business by his father. Steve holds Series 6, 26, and 63 securities registrations and is licensed to provide Life, Health, and Disability Insurance. Stephen Richman is currently registered in 17 states of the USA. Mr. Richmans’ broker dealer, Cetera Advisors, is currently registered throughout the continental USA. Should a potential client live in a state Mr. Richman is not registered, he can become registered through his broker-dealer to service this potential client. Guy A. Paredes, Executive Vice President of Rockdale Financial Services, Inc. has helped hundreds of individuals and families create a healthy and secure financial future since 1980. As a member of the Rockdale team, Guy has a mission to assist clients in defining their financial and retirement goals, and set them on a path to achieving them. Guy continually strives to be his clients' most valuable asset in this process. After running his own financial planning company for many years, Guy merged his company with Rockdale Financial Services in 2010, happily rejoining Steve Richman, his lifelong friend, with whom he'd started his career. With a shared commitment to excellence, the merger provides Rockdale Financial Services clients with an even greater depth and breadth of knowledge and experience. Listen to this insightful RIA episode with Guy Paredes and Stephen Richman about creating a secure financial future. Here is what to expect on this week’s show: - Why it’s important for financial planners to mitigate risk, ensuring clients don’t take unnecessary risks. - How clear, visual road maps can be very helpful in financial planning. - Why it’s important to protect your clients’ money against major market downturns while allowing for steady growth. - How the Imagine Retirement Process helps clients understand how their assets can be allocated to meet their long-term goals. - Why building trust and cultivating long-term relationships with your clients is critical in financial planning.