Meet Rich Hellerich...

Rich Hellerich, Principal/Founder
 
Rich Hellerich is the principal and founder of Common Sense Financial Group. He began his career in the financial service industry in 1985. Rich is also the Principal at Great Plains Annuity & Life Marketing, a National Marketing Organization for fixed annuities and life insurance products working with hundreds of financial advisors and agents across the country.
 
For 31 years Rich has helped individual clients of his own and thousands of agents and financial planners develop solid financial plans for working individuals, retirees and business owners.
 
Rich decided to launch Common Sense Financial Group due to his past and current success with existing clients, and his concern that too many consumers are not receiving the education and information they need to make informed financial decisions. Unfortunately, many consumers receive a financial “pie chart”, subject most of their financial assets to on-going fees and charges and hope for the best. Clients in or approaching retirement today are concerned about three things:
  • Potential health/chronic care issues and ability to stay at home
  • Lifetime Income guarantees/safety of their principal
  • Efficient wealth transfer to their children, grandchildren and charities
At Common Sense Financial Group, we work to find the correct mix of Safe Money solutions to address these three concerns and then proceed to Risk Money. Our mission is to educate our clients to the best of our ability, and make common sense recommendations to ensure they are focused on pursuing their dreams and desires for the rest of their lives.

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Registered Representative of and securities offered through Securities Management & Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Common Sense Financial Group, SM&R, and BFC Planning, Inc. are independent entities.

The information contained on this web site is the opinion of the principals of Common Sense Financial Group based on their personal observation, research, and years of experience. They are licensed life insurance professionals. They are not registered investment advisers, attorneys, or CPA’s and therefore do not render legal, tax, accounting, or investment advice. The information offered by this web site is general education only. Because each individual’s factual and financial situation is different we encourage visitors schedule an appointment to discuss their specific situation, or seek his or her own personal adviser.