Let’s face it. No matter how well we are getting paid we cannot avoid the tendency of failing to plan for our financial futures.
Travel, gifts, nice-to-haves, or even basic utility bills are all eating up our hard-earned money. Some of us are even living paycheck to paycheck.
Even though I was an actuary who dealt with advanced mathematics and finances, I was only good at managing my employer’s financial statements, but not my own saving and checking accounts. That was when I realized I was not money savvy at all. Luckily the world of personal finance opened up to me when I became a client myself. Throughout the years, I have learned various ways the wealthy elites handle and care for their money. And now my team and I are bringing these same techniques to you.
We live by our company name Aulegatum. "Au" is Latin and short form of "aurum" meaning gold or very precious, while "Legatum" means a gift or leaving a legacy. It is our goal to give you a gift that will bring you peace of mind when it comes to your financial future. We empower your family with knowledge you need to establish a household built on financial stability.
Our priority is to help you learn and implement these important concepts:
- Debt Reduction
- Emergency Funds
- Life Insurance
- Estate Planning
You deserve to have a fantastic retirement and a family legacy, don't you? My team and I will tailor a plan for you and your family so it will fit you perfectly.
Sound Good? Let's Get Started!
See What Others are Saying
“Before meeting Rick, I assumed the best thing I could do for my retirement was maxing out my 401K contributions. I had no idea how much better I could be saving. Rick showed me how to leverage tax-advantaged asset planning, saving me thousands once I reach retirement.”
“Rick Kam is amazing! Rick helped me understand the importance of planning for a retirement that is as tax-free as possible. His outstanding and prompt communication made him a pleasure to work with and his attention to detail coupled with subject matter expertise made him a trustworthy advisor. I am happy to say that I have a more secure retirement plan thanks to Rick!”