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.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Don’t overlook the need for renter’s insurance if you rent your home.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Being healthy not only makes you feel good, it may also help you financially.
Ascertaining the value of your business is important for a variety of reasons.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Smart investors take the time to separate emotion from fact.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Understanding the cycle of investing may help you avoid easy pitfalls.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are hundreds of ETFs available. Should you invest in them?
All about how missing the best market days (or the worst!) might affect your portfolio.