Richard M. Dressler, CLU®, ChFC®

Richard M. Dressler, CLU®, ChFC®

Dick is proficient in Qualified and Non-qualified Retirement Plans with 40 years experience in the Financial Services Industry. With his vast knowledge, and PERSONAL ASSISTANCE, he helps you determine the type of plan that best serves your employees, executives, key employees and business owners. Through a stringent process of due diligence – coupled with his OBJECTIVITY and INDEPENDENCE – Dick will assist during Vendor Selection by staying focused on meeting your stated objectives.

Dick and his TEAM are affiliated with U.S. Planning Group, Inc., an independent group of professional  planners and wealth advisors to help provide additional services for you, your executives and your employees.  We are available to assist.

Additional Information

He graduated from the University of Connecticut with a degree in Psychology and received his CLU designation from The American College in 1982 and his Chartered Financial Consultant Certificate in 1985.  He is a former member of the Society of Financial Service Professionals and holds series 1, 24 & 63 registrations and is a Registered Representative and Investment Advisor Representative with Woodbury Financial Services, Inc. He has served as a manager of a Wall Street Investment Firm specializing in Mutual Funds, as well as Regional VP for Lincoln National Life Insurance Company and Vice President for National Pension Associates, Inc.

In addition to presenting Pension Planning courses, Dick has also conducted training seminars and has been a featured speaker for the following organizations.

  • IAFP ~ International Association for Financial Planning
  • Society of Financial Service Professionals
  • National Association of Health Underwriters
  • Life Underwriters Association
  • CPA Society
  • American College Pension Planning courses
  • Sun Coast Human Resources Management Association
  • Lincoln National Advance Pension Seminars
  • Right Management Consultants
  • Kiwanis ~ Local community service organization
  • NAIFA ~ National Association of Insurance & Financial Advisors
  • WIFS ~ Women in Insurance and Financial Services