Frederic H. Schilling, CF2

About Frederic H. Schilling

Frederic H. Schilling, born in Jacksonville, Florida in 1952. Ric, which he prefers to be called, is a Certified Estate Planner,CEP; a Certified Senior Advisor,CSA, Certified IRA Distribution Specialist CIDA  and a CFF Certified Financial Fiduciary. Ric is a member in excellent standing with The National Ethics Bureau as well as the Better Business Bureau of N.E. Florida. In addition, Ric is licensed in Florida and Georgia through the Division of Insurance. Ric is a National Speaker and advocate on Senior Issues. Ric has been featured by the Florida Times Union and WJXT, TV-4 in Jacksonville as an authority on Estate Planning and Retirement Issues.  He has educated thousands of seniors on issues related to retirement planning through his Senior Guardians of America - Senior Financial Survival Workshops. Ric has a desire to provide each senior with the highest level of education, integrity and professionalism.
 
Ric's interest and passion in the Estate Planning field developed very organically. After attending college, Ric followed in his father's footsteps and began a successful 18-year Broadcast career in Marketing Management. In 1986 Ric's father died, and by 1996 Ric's mother became incapable of handling her own affairs. While dealing with the complex legal issues of his father's death and then those of his mother's, Ric realized a need for an advisor specializing only in the financial and legal affairs of Americans over the age of 60. Ric decided to make a career change, he attended The Institute of Elder Planning Studies, he continued his education by obtaining several other certifications and designations (see above) in the field of Senior Planning. Now, after his mothers death, Ric continues his goal of helping every client make their savings safer, tax-preferred, judgment proof and  probate free.
Ric does not charge a fee to console. In addition, Ric has a number of attorney's that work with him in the area of Trusts, Wills, Powers of Attorney and Living Wills.