Make Your Financial Dreams Come Alive
Meet Mike Richardson
Our Belief is that Your Planning Needs are Best Served by an Independent Financial Adviser You can Trust and with Whom You can Develop a Friendship...
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Six overlooked tax deductions to help manage your tax bill.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Investors seeking world investments can choose between global and international funds. What's the difference?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Smart investors take the time to separate emotion from fact.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It's easy to let investments accumulate like old receipts in a junk drawer.
What are your options for investing in emerging markets?