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Warner Center Towers
21550 Oxnard Street Suite 810
Woodland Hills, CA 91367

Richardson Financial

(818) 348-0603

 
Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Welcome to Richardson Financial !

As a full-service financial firm we offer solutions to our clients’ needs. We have created this website in order to answer any generic questions about our firm and to be a resource for a wide array of information and market research. This website is also used to facilitate our clients in accessing their own accounts and information. Feel free to browse through our menu of options and contact us with any questions you may have.

If you are currently an investment client, you may access your investments by clicking the link labeled ‘My Account’ below.  For those using Securedrawer, you may log in by clicking on the link under the Client Information tab above.

For our individual income tax clients, we are now using a paperless E-Organizer system to submit your tax return data. This tool of the future is easy to use and easy to access. To find out more about the E-Organizer process click the ‘Paperless E-Organizer’ link under the Client Information tab above. 

Helpful Content

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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