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Rick Boss, MBA, CFP®

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Rick Boss, MBA, CFP®

Table Rock Financial Planning
2235 Elderberry Place
Boise ID 83706


Specialties and Fee Structures: Retirement Planning, Asset Allocation and Investments, IRA and 401(k) and 403(b) Investing, Developing a Financial Roadmap, Hourly, Fixed Fees, Assets Under Management

About

Plan to Prosper

Rick Boss is the founding principal of Table Rock Financial Planning, a Fee-Only registered investment advisory firm in Boise, Idaho. Table Rock Financial Planning is the type of firm where people from all walks of life can receive objective, competent advice to help them get on-track to meeting their personal financial goals. Working on an hourly basis, Table Rock caters to those individuals and couples who are reluctant to seek advice from the sales-oriented financial services industry or don’t meet the minimum asset requirements of most Fee-Only financial advisors.

Rick’s qualifications include a Masters of Business Administration with a Finance specialization from the University of California, Berkeley. His undergraduate degree was from the University of California, Santa Barbara in both Economics and Environmental Studies. Most recently, he completed the Executive Program for Financial Planning Certification at the University of Georgia. Rick also has over 25 years experience in finance and marketing positions with Hewlett Packard, enabling him to hone the analytical, communication and planning skills critical for an effective financial planner.

As a CERTIFIED FINANCIAL PLANNER™ professional, Rick has proven competency in all the disciplines of financial planning, has practical experience, and has committed to a high standard of professional conduct and continuing education. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and the Garrett Planning Network.

For more information on how Table Rock Financial Planning can help you plan to prosper, please visit our website or contact Rick via phone or email.

Contact Me

Phone: (208) 629-2349

Specialties and Fee Structures: Retirement Planning, Asset Allocation and Investments, IRA and 401(k) and 403(b) Investing, Developing a Financial Roadmap, Hourly, Fixed Fees, Assets Under Management

My Email: Rick.Boss@tablerockfinancial.com

My Website: http://www.tablerockfinancial.com

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