Who We Are

Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

We are local, knowledgeable, and independent!

Richard W. Bolek CFPⓇ

Founding Partner
Registered Principal

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Founding Partner Richard W Bolek CFP® has been a fixture in the Sun City West community for nearly 3 decades. A Registered Principal and a graduate of Drake University with a Bachelor of Science degree in Accounting, Rich has over 35 years of experience in the Tax and financial Planning Industries. He has taught numerous courses for other registered representatives and is a frequent speaker on the subjects of Investment and tax Planning.

Originally from Chicago, Rich and his wife Bobbie moved to Wickenburg in 2022 from Glendale, AZ where they raised their three beautiful daughters who all graduated from the University of Arizona. An accomplished chef, he enjoys preparing classic meals and new dishes for his friends and family. In his free time, you’ll find Rich spending time with his kids and grandkids in the mountains, on the beach, on the golf course, and attending sporting events.

David S. Hickson

Managing Partner
Investment Advisor Representative

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Managing Partner David S Hickson is an Investment Advisor Representative, and a graduate of Northern Arizona University. Dave earned a Bachelor of Science degree in Geography and Planning. His first career was in City Planning and since 2007 Dave has worked with clients in the financial Services Industry. Dave has earned the Life Underwriting Training Council Fellow designation (LUTCF).

Series 6, 7, 63, 65 Securities Licensed with Life and Health insurance licensed in the states of Arizona, California, Colorado, Florida, Kentucky, Maine, Nebraska, New Mexico,  New York, North Carolina, South Carolina, and Washington.

Dave is originally from California and has lived in Arizona for nearly 20 years and is an active participant in state and local issues. When he is not serving clients, Dave enjoys time with his family and daughters activities, participating in outdoor and spectator sports.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.