Broker Check

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

Richardson Financial

(818) 348-0603

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

 

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.

Types of Stock Market Analysis

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

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Debt Stress

There’s a link between debt and stress.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Saving for College 101

Here’s a crash course on saving for college.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Fed and How It Got That Way

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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