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Rick Spillane (CFP®, CPA)

Rick Spillane focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

I am passionate about helping Gen X professionals, entrepreneurs, executives and business owners make smart financial decisions with their money so they can live a better life.

I work collaboratively with you because I understand that you want to be part of the financial planning process.  We will have real discussions about money and together we will figure out how to put you back in charge of your finances and on the path to financial freedom.  Gen Xer are largely ignored by financial planning professionals and I here to change that.

My clients seek advice on a wide variety of issues, but generally share similar characteristics:  they generate good income but struggle to increase their net worth; they tend to have too much debt and don't know what to do about it; they want to develop good saving and investing habits; they want to use technology that gives them a comprehensive real-time view of their finances; they want to invest in themselves both personally and professionally; they want professional guidance and support; and they are more focused on enjoying their life than the trditional meaning of retirement.

 

Additional Information

I grew up in Lexington, Massachusetts and attended college in Tampa, Florida where I earned an undergraduate degree in Finance from the University of South Florida. After graduating from college, I moved to San Diego, California where I lived for about 15 years working mostly in finance and accounting. In 1986, I obtained my Californai CPA license. In 1992, I became a Certified Financial Planner. In 1996, I returned to Massachusetts to become a partner in a local CPA firm and also obtained my Massachusetts CPA license. And then in 2004, I founded Spillane Financial Planning, Inc. to better serve the financial planning and investment planning needs of my clients. In 2023, after more than 25 years in Massachusetts, my wife and I relocated to the historic town of Lebanon, Ohio.

 

NAPFA Start Date

September 23, 2004

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

726 E. Silver Street Lebanon, OH 45036 Phone: (339) 298-1570 Fax: (781) 229-6921
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