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(863) 688-7535
rick.trasport@lpl.com
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Our Company

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You always come first

You always come first

We can help you achieve your financial goals with tailored, informed strategies and sound financial advice no matter what life throws your way. 

Together we can help you identify your goals, analyze your risk profile, assess your needs, and establish a plan of action.  

Maintaining and improving your standard of living, increasing your assets, and preparing for monetary independence in retirement are our primary goals that we strive for on a daily basis.

Our History

Our team employs their diverse experiences to shed light on the often complex world of finance. We are committed to helping you gain the clarity and confidence it takes to pursue your goals.

Our Philosophy

Sustainable growth gives your portfolio lasting value and ensures the future you deserve. Investments should do more than grow; they should fulfill our commitment to growing together

Who We Are

A sound investment strategy begins with a deep understanding of your risk tolerance, time horizon, and goals. That’s why we put your unique financial needs at the heart of our holistic approach.

The People Behind the Magic

Rick Trasport, ChFC, CEP, CFS, CAS

Rick Trasport, ChFC, CEP, CFS, CAS

Investment Advisor Representative

(863) 688-7535

Ryan Trasport

Ryan Trasport

Administrative Assist

Designations and Recognitions

We strive to make a difference for those in our community. Our client-first strategies have resulted in industry-wide recognition that validates our approach.

Client Centered

Rick Trasport, ChFC, CEP, CFS, CAS

Listed below are the credentials, registrations, and licenses that I currently hold:

Chartered Financial Consultant (ChFC):
The American College (888) 263-7265 or www.theamericancollege.edu

Certified Estate Planner (CEP):
National Institute of Certified Estate Planning (765) 457-1812 or www.NICEP.org

Certified Fund Specialist (CFS):
Institute of Business and Finance (800) 848-2029 or www.icfs.com

Certified Annuity Specialist (CAS):
Institute of Business and Finance (800) 848-2029 or www.icfs.com


FINRA Securities registrations held with LPL Financial:

Series 6: Limited Securities Representative
Series 7: General Securities Representative
Series 24: General Securities Principal
Series 26: Limited Securities Principal
Series 53: Municipal Securities Principal
Series 63: Uniform Securities Agent State Law
Series 65: Uniform Investment Advisor Law

FINRA - CRD #3159632

FINRA: (800) 289-9999

Insurance License 215: Life, Health & Variable Annuity – License #A267703

Florida Insurance Commissioner: (850) 413-3137

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