Welcome to Rick Lam Financial.


Are we the right financial planners for you? Our specialty is retired income planning for ‘nearly-retired’, ‘newly-retired’, and ‘fully-retired’ couples and individuals. Take advantage of our specialized experience and expertise. Let us show you how much better your plan and retirement can be!



Find out more about Rick Lam and why he is the right advisor for you.

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Ready to take the next step? Learn about the program offerings for both personal and corporate plans.

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