As a previous business owner who took on the challenge and successfully directed the turnaround of a 40+ employee small business, Rich is uniquely qualified and keenly aware of the financial issues, concerns and benefits facing businesses and their owners. Rich believes in establishing long term relationships. He works with individuals, businesses and organizations that value quality advice and service and want open, honest communication.
Rich focuses on comprehensive financial planning for his clientele of successful executives, high-end sales professionals, business owners, pre-retirees and retirees. He is dedicated to providing meaningful solutions on a wide range of financial matters ranging from retirement planning, investment planning, tax reduction strategies, estate planning strategies, qualified and non-qualified business retirement benefit plans and risk management. Rich also specializes in working with those affected by corporate downsizing. He is an outplacement planning specialist with over 14 years' experience in this area.
Areas of Expertise
- Retirement Planning
- Investment Planning
- Outplacement Planning Specialist
- Tax Reduction Strategies
- Estate Planning Strategies
- Qualified & Non-Qualified Business Retirement Benefit Plans
- Risk Management
- LPL Financial Advisor
- President, Integrated Wealth Strategies
- Bachelor of Science in Business Administration, Bryant University, Smithfield, RI
- Financial Planning Association Member
Outside The Office
Mr. Lombardi is a dynamic speaker and seminar leader. He conducts retirement and investment planning workshops to corporate and public audiences throughout the Southeast. In sharing his experiences, Rich helps his clients focus on reaching their goals, decreasing their tax liability, simplifying their financial lives and keeping them from making common mistakes that prevent many people from accomplishing their financial goals.
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