Facing Financial Transitions
Manage the financial challenges of life’s changes.
Pre-Retirees
Make sound choices for your coming retirement years.
Retirees
Live the retirement lifestyle you envision.
Business Owners
Pursue your personal financial goals and business objectives.
Planning for Financial Transitions
Make prudent financial choices, even in difficult times.
Preparing for Retirement
Build a strategy to plan for your comfortable retirement.
Living in Retirement
Target the distribution of your assets in a tax-advantaged or tax-efficient way.
Estate Planning
Create a plan for the management of your assets and property.
Business Planning
Plan every stage of your business from growth to succession.
Who We Are
As an advisor who has personally overcome many of the same financial challenges that today’s individuals, families, and business owners face, Rich Nagel has the experience to help you navigate life’s many financial transitions, including divorce, the loss of a loved one, approaching retirement, and more.
A Recognized Wealth Manager
Rich Nagel of Precision Financial Planning has been awarded the 2021 Five Star Wealth Manager Award and has earned the award for the last 11 consecutive years.
2012-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in 6/2022 based on data gathered within 12 months preceding the issue date. 1,523 advisors were considered, 171 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.