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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The federal government requires deceased individuals to file a final income tax return.
What does the Tax Reform and Jobs Act mean for you?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What is your plan for health care during retirement?
You’ve made investments your whole life. Work with us to help make the most of them.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.