We’ve structured our business in a manner that allows us to grow while maintaining a boutique-style of personal service for our families. Our select client base provides us the ability to personally know and understand each and every client, it affords us adequate time strategizing on client matters, and enables us to provide timely service.
A financial strategy that addresses only certain aspects of your wealth in a piecemeal manner is a flawed strategy that may not produce desired outcomes. As with any complex undertaking, your financial plan requires an approach that systematically and comprehensively addresses all aspects of your wealth.
At Richardson, we are completely independent. We are not part of a bank, insurance company, or Wall Street firm and have no proprietary financial products. This means that we can look at every possible avenue to protect and grow your wealth and have no vested interest in anything but your success.
In addition to prudently managing your assets, we take care of the little things that make your life easier. We assist with year-end tax projections, coordinate required distributions from retirement accounts, coordinate charitable contributions of appreciated securities and distributions from IRA accounts, and assist with the payment of recurring bills.
