Services We Offer


Financial Planning

Our expertise and commitment is to provide tailored Financial Planning to each client including goal setting, cash flow planning, budgeting, investment planning, protection planning, tax and estate planning, retirement income strategies, and education planning. While our approach is detailed and comprehensive across the board, no two financial plans are ever the same, because no two people or families have the same objectives and needs. Our services are geared to both individuals and couples, regardless of their stage in life. We offer customized strategies to address each client’s specific goals.

Implementation

Our financial plans and recommendations are actionable and practical, and made in full consultation with the client. Our investment management approach is built on a foundation of clear investment goals, diversification of risk, value-based investing, and efficient execution. Investment platforms and vehicles include managed accounts, brokerage accounts, IRA and Roth IRA’s and consultation to ensure financial plan and strategy alignment with company benefit and retirement plans including 410(K), 403(b), SEP, IRA, Simple IRA, profit-sharing and defined benefit plans. We have access to life, disability and long-term care programs and income protection solutions that provide peace of mind to clients.

Tax Planning

Understanding the tax implications of planning and investment strategies is paramount to the implementation of any plan. Tax planning and preparatory services are available through our affiliate, Richardson & Company, P.C. Visit richardsoncpa.com.

Monitoring and Evolving Financial Plans 

Life happens and as a result, objectives and needs change. We build life-long relationships with our clients and constantly monitor their financial plans and related investment, benefit, and income protection strategies. Business succession and income planning is a key component in planning for certain clients. Our team is nimble, flexible and have demonstrated capability to modify a plan or strategy at any time a client’s needs or objectives change


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