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.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax 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.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Here are five facts about Social Security that might surprise you.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Making the most of surprises is a great reason to work with us.
Learn how to harness the power of compound interest for your investments.