Richard C. McKenna

Richard_McKenna_CAP_RICPRich has helped more than 700 clients take control of their finances and grow their wealth without the risk or volatility of stocks, real estate, and other traditional investments. An advocate of guaranteed products, he explains the Bank On Yourself method and how it can reduce taxes and achieve financial security.

His first career spanned 15 years with the United Way, starting as a professional representative and ending as regional President in charge of raising, allocating and distributing the funds to the Tri-State area (New York, New Jersey and Connecticut). Once he started a family, his thinking shifted from corporate to personal economics, which began his journey into the financial and insurance service sectors. He became accredited and licensed in 1989, and has since worked with many families and individuals showing them multiple ways to improve their financial lives.

He is one of only 200 life insurance agents in the country who have successfully completed the rigorous training program and continuing education requirements to become Bank On Yourself Authorized. He is also a Chartered Advisor in Philanthropy (CAP), a designation which helps individuals realize the human value and tax benefits of giving money. In addition, he is a Retirement Income Certified Professional (RICP), which helps people understand how their assets can be utilized and structured to fulfill their retirement income needs.

Rich lives in West Hartford with his wife, Cynthia. When Rich is not working, you may find him taking long walks or riding his bike with his grandchildren. Rich remains actively involved in several not-for-profit projects in his local community.

In order to provide his clients the level of service they expect and deserve, Rich accepts only a small number of new clients each month who are committed to achieving lifetime financial security.

In order to provide his clients the level of service they expect and deserve, Rich accepts only a small number of new clients each month who are committed to achieving lifetime financial security.

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