Richard Happle serves as an Investment Advisor Representative at Jaffe Tilchin Wealth Management, where he specializes in wealth management, financial transitions planning, and small business advisory services. With a deep understanding of the unique challenges faced by small business owners, Richard is dedicated to simplifying...
Richard Happle serves as an Investment Advisor Representative at Jaffe Tilchin Wealth Management, where he specializes in wealth management, financial transitions planning, and small business advisory services. With a deep understanding of the unique challenges faced by small business owners, Richard is dedicated to simplifying their financial lives, allowing them to focus on what they do best—running their businesses. His expertise encompasses a wide range of services, including financial reporting, cash flow management, and business succession planning, ensuring that his clients are well-prepared for both expected and unexpected financial transitions.
Currently, Richard is leading key projects that involve developing tailored financial strategies for clients navigating significant life changes, such as retirement or business ownership transitions. He employs a holistic approach to financial planning, integrating multi-generational planning and insurance solutions to create sustainable wealth for his clients and their families. Richard also offers valuable insights into 401(k) evaluations and outsourcing human resources, helping small business owners optimize their employee benefits while managing costs effectively.
At Jaffe Tilchin, Richard collaborates closely with a team of seasoned professionals, leveraging their collective expertise to provide comprehensive wealth management solutions. His commitment to client education and empowerment sets him apart in the industry, as he strives to equip clients with the knowledge and tools necessary to make informed financial decisions. Whether working on business insurance needs or formulating long-term retirement strategies, Richard Happle is a trusted partner for those seeking to secure their financial futures.
