My name is Richard Ehrlich. I founded The Secure Wealth Planning Group with the focus of guiding individuals so that they can make informed decisions, avoid costly mistakes, lower their taxes, increase their estate size, and find money falling through the cracks in their planning so they could re-direct those dollars to things they care about. And I want to do this for YOU! I have been fortunate and blessed to be a well-known financial educator and author and humbled to have contributed to various media outlets such as Fox Business, Forbes Magazine, TIME Magazine, NBC, ABC, Newsweek, WIOD radio and was interviewed on the Consumer Advocate show. The individuals I work with are successful individuals, professionals, and business owners throughout the U.S.
I am married to my beautiful wife, Julie, and we are blessed to have four children: Eliyah, Shlomo, Orly and Netanel.
I am passionate about military service members and am heavily involved with the Wounded Warriors Project and the Vietnam Veterans Memorial fund. I’m also involved with Migdal Ohr (“Tower of Light”), a non-profit organization for children at risk.
Phone: (561) 340-2667
Appointment Scheduling: email@example.com