Keith Richardson CPA, CFP, PFS
All About Financial Planning
No matter where you are in life, you may have at least a few financial goals. Perhaps you want to buy a house, save for your child’s...
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Holistic Financial Planning
We strive to maximize your after-tax returns through comprehensive financial planning, ensuring each plan is tailored to your individual goals. Our holistic approach includes periodic portfolio rebalancing to maintain alignment with your financial objectives, irrespective of market fluctuations.
Stability in Uncertainty
Our strategies are designed to withstand sudden geopolitical events, ensuring that short-term market volatility does not derail your long-term financial plan. We believe in maintaining course, confident that these disruptions are temporary and will self-correct over time.
Adaptability to Life's Changes
Life is unpredictable. Our financial plans are built to be flexible, accommodating significant life changes such as loss of employment, disability, or the premature death of a breadwinner. We focus on goal-oriented investing, avoiding market timing tactics that often prove unsuccessful, to ensure your financial stability through all of life's ups and downs.
Maximizing Real Returns: Our Client Commitment
Covid Case study
An example of this type of change is in 2020 when Covid hit our world in a swift sharp action to the equities markets but quickly turned within 33 days as the government took action to issue stimulus checks and federal reserve took action to expand the money supply and the correction was reversed with 33 days as the major indices recovered immediately and the investors that tried to trade in and out of the market lost considerably from the failure to remain in the market through the
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Financial Planning is our business. Our professionals utilize tax strategies to enhance our clients’ financial positions in investments, insurance, and estate planning. The client's best interest is considered paramount in all of our recommendations.
Our Mission
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Tailor Your Investment Strategy Today
Let us help you achieve your financial goals
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