How We Work
At BACE Financial, we serve businesses, widows, and families confidently navigate their financial journeys using our
proprietary BACE Camp approach. You wouldn’t hike Everest without a map, so why go into retirement or life
transitions without a plan?
Too often, people rely on hope instead of preparation. That’s why we’re here to provide clarity, strategy, and peace of mind every step of the way. Richard’s path to becoming a financial consultant began in 2019, after losing his father to a three-year battle with pancreatic cancer.
Assisting his mom handle the retirement accounts, benefits, and financial pieces left behind was the spark that created BACE. That experience gave Richard a deep passion for serving widows and families navigate life after loss with confidence and care.
He also quickly realized how complicated personal and business finances can become. Without a cohesive strategy, people end up with mismatched financial tools that don’t work together to achieve their goals. Richard’s mission is to simplify the
complex, align your financial tools, and guide you toward financial independence with service and legacy at the heart
of it all.
