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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
When considering life insurance, it's important to understand your options.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
What does the Tax Reform and Jobs Act mean for you?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
That big list of dreams and goals isn't the only way to look at your bucket list.
Even low inflation rates can pose a threat to investment returns.
Learn how to harness the power of compound interest for your investments.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Why are 401(k) plans, annuities, and IRAs so popular?