Rick Holliday

Watch a quick video to learn about our "Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement income that's guaranteed to last as long as you do!

About Us

Rick Holliday | Retirement Planning Specialist

Thermon “Rick” Holliday is a Licensed Life & Health Broker of Medicare Advantage, Medicare Supplement and Prescription Drug plans in California. Raised in Pasadena, Rick knows the people and surrounding communities well.

Having worked in financial services as a Retirement & Pre-Tax Benefit Specialist before opening his office, Rick was recognized as a top performer in both employee benefits planning; FSA, HSA, HRA and Defined Contribution (DC) plans, and in retirement planning; 401(k), IRA’s, SEP’s & Profit Share planning.

While providing plan design and benefit offerings to employer groups and entrepreneurs, Rick decided to open his own office and become an independent Life & Health broker, specializing in Medicare. This decision was based on seeing the need of individuals, employees, and entrepreneurs for quality affordable healthcare especially during the retirement years. TRH Insurance & Financial Services was created in 2018 under a Mission statement, “Helping people prepare themselves for the time when work and doing for self won’t be an option.”

Understanding Medicare, Medi-Cal, Medicaid, and how they align within Retirement Healthcare requires a focused passion. When you need local Medicare information, you need a Local Medicare Broker. Thermon “Rick” Holliday is the Licensed Medicare Broker with knowledge of your market, Medicare plans and Insurance companies. He also devotes time to his church and community as a Lay Leader and a Financial Education Consultant. Call today and learn about all the services TRH Insurance & Financial Services can provide for your Retirement Healthcare.

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Our Services
What We Do For Clients

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

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