Our Services : Financial, Tax & Estate Planning

Each of our planning professionals has significant experience in the financial services industry, which includes specialization within one of the key planning areas. With a team approach to planning, we utilize our collective knowledge and experience to provide expert guidance and an integrated plan.

These key attributes distinguish Richardson Financial Group:

Sophistication and Expertise

We are true experts, working with the most sophisticated planning techniques and strategies. There is an important and often under-appreciated difference between assisting with planning and being an expert planner. We have successfully implemented many of the most sophisticated planning strategies.


Our broad expertise and comprehensive approach allow us to develop integrated solutions, rather than the traditional piecemeal combination
of strategies.


We are continuously exploring and developing new planning strategies that create significant tax and non-tax benefits for our clients.

Quantitative Analysis and Verification

Our proprietary modeling provides an unbiased quantitative analysis of an unlimited number of planning strategies. This allows us to compare alternative strategies and verify anticipated results, and allows our clients to “know before they go.”

Please Note: The scope of any financial planning and/or consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. Richardson does not serve as an attorney, accountant, or insurance agent. Richardson does not prepare legal documents or tax returns, nor does it sell insurance products. As described on Richardson’s written disclosure Brochure, If the client desires, one of Richardson’s representatives, in their separate individual licensed capacities as an insurance agent of Richardson Financial Group, can be engaged to be provide insurance sales/services, per the terms and conditions of a separate engagement and fee.