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.
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
How to help determine life insurance needs to provide for your family after you pass away.
Do you have an estate strategy? You should.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Around the country, attitudes about retirement are shifting.
Are you ready for retirement? Here are five words you should consider.
Here’s a crash course on saving for college.
When should you take your Social Security benefit?
A bucket plan can help you be better prepared for a comfortable retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.