About Our Firm

When it comes to income, retirement, estate, business and philanthropic planning, many families and business owners have excellent professional advisers in place, but for some reason have either not completed, or have gaps in their financial strategies.

At Enna & Associates, it is our mission to be the catalyst in the planning process. We help our clients clarify their unique planning objectives, then work with them and their advisers to take action to close the gaps and complete the plan. We are committed to developing strong, long-term relationships with our clients, and their families, businesses and advisers, while striving to exceed expectations.

With over 26 years’ experience as a financial adviser, and the solid resources available to Rick as a Nautilus Group member agent, combined with the dedicated support of local support staff, our firm delivers a high quality consultative process to put our client’s plans on firm ground.