RICHLIFE ADVISORS - Key Persons
Beau Henderson is a retirement planning specialist, a USA Today and Wall Street Journal best-selling author, and the founder and visionary of RichLife Advisors. He has helped more than 3,000 clients to not only improve their relationship with money, but to live their unique definition of a fulfilled, meaningful retirement with purpose. Through his innovative RichLife Retirement Success Strategy™, Beau and his team at RichLife Advisors help families across the United States approaching retirement to properly address the six components a successful retirement:
Maximizing income (including Social Security)
Optimizing assets for long-term growth
Paying less in taxes
Planning for healthcare
Protecting the people and things that they care about the most and
Addressing non-financial considerations to ultimately living their unique definition of a RichLife in retirement
Beau has a passion for financial education-both in serving as a go-to educational resource and continuing his professional development. He has a degree in psychology from the University of Georgia as well as the designations of Retirement Income Certified Professional (RICP®), Certification for Long-Term Care (CLTC®), National Social Security Advisor Certificate Holder, Certified Financial Fiduciary® , Certified Professional Retirement Coach (CPRC), Certified Bucket Plan Advisor, Master Certified Success Coach and Certified Master Behavioral Analyst. He is also an active member of Ed Slott's Elite IRA Advisor Group℠-an organization dedicated to the ongoing education and mastery of the latest retirement tax laws. Through a strict commitment to ongoing training as well as access to America's IRA Experts, Beau stays current on the latest strategies to help clients keep as much of their hard-earned savings from unnecessary taxes as possible.
Beau's message of the RichLife has been featured in media outlets, including The Huffington Post, The Wall Street Journal, Reuters, CNBC, MarketWatch and as a contributor to Forbes. He is radio host of The Retirement Resource and published author of ten books, including The RichLife - Ten Investments for True Wealth, The RoadMap to a RichLife: Success with Life, Relationships, and Money, Customized Social Security and 12 Steps to a Successful Retirement.
Beau's passion for helping others organize their finances comes from a deeply personal experience-the loss of his father to lung cancer at the age of 49. He felt helpless as he watched his mother, who had been married to his father since she was 18, struggle with financial decisions and helped her piece her life together. Through his family's heartbreaking experience, he found a silver lining when he realized that he could make a profound difference in someone's life by helping them navigate important financial decisions. His interest in psychology, coupled with his newfound interest in financial matters, led him to a career he loves. Now, more than 20 years later, he has never stopped learning and growing through his work and helping others create a Retirement by Design.
Beau is an avid local business advocate, podcast enthusiast and studio owner of North Georgia Business Radio X. He was recognized as Junior Achievement's Business Partnership of the Year in 2016 for his efforts and commitment to increasing financial literacy in the community. In his free time, Beau loves to spend time with his family, including toddler, Gwendolyn, and time in the mountains of Murphy, NC.
Job Titles:
- Advisor
- Associate
- National Social Security Advisor Certificate Holder / Associate Advisor
Bob Bartoldus is an Associate Advisor at RichLife Advisors. As a part of the RichLife Retirement Success Strategy™, he works with clients to develop appropriate retirement strategies that support their unique goals, retirement timeline, and asset allocation. Bob also provides paraplanning for RichLife Advisors.
Bob completed his bachelor's degree in Business Administration from the State University of New York at Fredonia and has a Master's in Business Administration (MBA) from Winthrop University. He is a licensed insurance agent in the State of Georgia.
By re-joining the RichLife team in 2019, Bob brings nearly a decade of experience in the financial industry. He is also a founding member of the BNI - Suwanee/Duluth chapter and serves as the Treasurer on the HOA Board of his subdivision. When not working, he enjoys walking, theater, reading, and spending quality time with his wife, Jill.
Brad Anderson is an Associate Advisor at RichLife Advisors. As a part of the RichLife Retirement Success Strategy™, he works with clients to develop appropriate retirement strategies that support their unique goals, retirement timeline, and asset allocation.
Brad completed his bachelors degree in Business Management from Bridgewater State University in Bridgewater, Massachusetts. He is a licensed insurance agent in accident, health and life in the state of Georgia.
Brad enjoys a plethora of outdoor activities including playing golf, skiing, and fishing. He enjoys spending time with friends and family and is passionate about helping people. Brad recently moved from Boston to Georgia and is excited to serve the community here in Georgia.
Job Titles:
- Lead Client Care Associate
Jordan Santiago joined the RichLife Advisors team in March of 2020 as our client care associate. She is now the Lead Client Care associate as well as Event Coordinator. She is available to assist with scheduling needs as well as responsible for organizing our educational and client events. She enjoys serving people and being a part of a team that aligns with her values. Jordan oversees the coordination of events for the exclusive RichLife Advisory Board.
Jordan graduated with a business management degree from the University of North Georgia. Jordan and Hector have been married 2 years and had a daughter in 2022.
Job Titles:
- Junior Advisor, Client Care Associate
Will South officially joined the RichLife team in May of 2022 after completing two semesters of an internship with RichLife. Will joins the team as a Junior Advisor/Client Care Associate. Will assists with all things client-related and is learning the advisory process at RichLife. He looks forward to becoming a full-fledged advisor in the future. Will enjoys working for a small business that makes an impact in the local community.
Will graduated from the University of North Georgia in Dahlonega with a Finance Degree.