Rick Wargo - Financial Advisor - Mass Mutual

Rick Wargo - Financial Advisor - Mass Mutual Knowledge is the key to a successful financial future. With wisdom reserved for those making it pas Some people ask, why MassMutual?

My seasoned personal and professional background which include a wife, kids, college, aging parents and a range of small businesses, brings a real-world point of view to my practice. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my clients established goals. Living mutual has

been at the core of human existence, and its guided MassMutual since its founding in 1851. Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111‐0001, and its affiliated US insurance companies. Registered Representative of and securities, investment advisory and financial planning services offered through MML Investors Services, LLC, Member SIPC and a MassMutual subsidiary. 5885 Meadows Rd Ste 850 | Lake Oswego, OR 97035. 503-221-1211 Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I currently hold securities licenses Series 7 and Series 66 as well as the Life and Health Insurance licenses in Oregon, Idaho, Montana, Pennsylvania and Missouri.

Volatility happens. Over the last 136 years, the Dow Jones has had 88 years of positive returns and 48 “down” years. Lea...
10/20/2022

Volatility happens. Over the last 136 years, the Dow Jones has had 88 years of positive returns and 48 “down” years. Learn about a new retirement income solution that offers full market participation and income protection from market downturns.

Watch to learn more: https://hearsay.social/3DeD6Pn

Most employees look to the workplace for financial wellness. Does your employer offer these?
10/17/2022

Most employees look to the workplace for financial wellness. Does your employer offer these?

You should approach your retirement planning from three different perspectives. I can help you account for each of the t...
10/03/2022

You should approach your retirement planning from three different perspectives. I can help you account for each of the three in your retirement plan.

Estate equalization, charitable giving and providing for a loved one with special needs are three common issues you may ...
09/19/2022

Estate equalization, charitable giving and providing for a loved one with special needs are three common issues you may need help navigating.

This type of life insurance policy can help couples navigate typical estate planning challenges.

Almost half of retirees found talking about their housing needs with a financial professional to be very or extremely he...
09/05/2022

Almost half of retirees found talking about their housing needs with a financial professional to be very or extremely helpful.​

08/30/2022

Market fluctuations can dramatically influence your retirement balances. Check out this example, and ask me how I can help protect you from similar risks.

Money can do four things. And your financial plan should address all four. I can help.
08/22/2022

Money can do four things. And your financial plan should address all four. I can help.

Back-to-school time is here and so are kids sports. While the value of sports to a child’s development is well-known, th...
08/08/2022

Back-to-school time is here and so are kids sports. While the value of sports to a child’s development is well-known, the cost shouldn't cripple your family's budget.

Spending on youth sports has spiraled in recent years. Experts offer tips on paring down costs and focusing on fun.

The top three employee financial goals are to save and invest, plan for future health needs, and develop a retirement in...
07/25/2022

The top three employee financial goals are to save and invest, plan for future health needs, and develop a retirement income strategy. What are yours?

07/20/2022

Are you confident your retirement income will be there when you need it most?

The market will always go up and down, and today is no different. Let me help you focus on what you can control.​
07/11/2022

The market will always go up and down, and today is no different. Let me help you focus on what you can control.​

Ever wonder how getting advice from a Financial Planner could help you achieve financial confidence? You might be surpri...
07/01/2022

Ever wonder how getting advice from a Financial Planner could help you achieve financial confidence? You might be surprised to hear it’s more than an occasional, one-and-done service. Working with a Financial Planner has many long-term advantages, including having a trusted resource always at your side. Check out this article to learn more and get in touch to discover how I can help.

It is the financial planning conversations that are really important in order to arrive at the most important part ― goal achievement.

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5885 SW Meadows Road Suite 850
Lake Oswego, OR
97035

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