Cuba Financial: 35 Years of Helping People Achieve Financial Independence

The handwritten financial plan Richard Cuba prepared for his family in 1982 hangs on an office wall inside Cuba Financial Group. While still an engineer at Procter and Gamble, the eight yellow pieces of paper detail the financial steps he committed himself to, to reach financial independence within 30 years. The frame hangs as a reminder: great things are possible with a plan in place.

What Richard didn�t realize was that he would turn this love for detailed financial planning into a thriving business, helping generations of clients� families achieve financial success. What�s even more impressive is that at the end of 2011, his son Tyler purchased half of Richard�s share of Cuba Financial Group. Rick had achieved financial independence, just as his plan from 1982 had stated.

Now entering their 35th year, Cuba Financial Group has spent decades crafting personalized financial plans to help families working to reach their own financial independence. What started as a small business in the home Rick and his wife still live in has grown into a financial planning and wealth management firm advising clients in 15 states.

�When I joined the firm, I realized our future was going to be a function of how well we embraced future technology,� says Tyler. �As a result, we�ve been able to grow our brand and develop and nurture relationships outside of Missouri. Living in Cape Girardeau is now a choice, not a limitation, when it comes to our potential.�

�I have made it my life�s work to make sure our clients feel protected and looked after,� Rick says. �Our biggest achievement is that we are now working with the fourth generation of our very first clients. We feel we�re delivering something bigger than just financial advice that makes generations of families want to stay with us.��