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The possibilities are limitless. At Richmond Brothers, Inc., we will help you achieve the financial independence you need during retirement to focus on what is meaningful to you.

Since 1994, Richmond Brothers has provided personal and proactive investment guidance to its family of clients. With a focus on retirement fund allocation, Richmond Brothers has been a trusted partner for hundreds of local people, including business owners, top executives, physicians, retirees and charitable foundations.

We invite you to discover more. Not only will you find information about financial wellness, but you will also acquire helpful tools, such as tips for your emotional and physical well being in this stage of life entitled retirement. Welcome and thank you for visiting!

Updates, News & Tips
Matt’s Minutes: May 2015
May 13th, 2015

Matt covers Richmond Brothers’ plan of attack for clients’ portfolios in this short clip. If you prefer to read the closed captions, please feel free to download them here.   The commentary in this video reflects the personal opinions, viewpoints... (more)

3 Unusual Ways to Use Your Roth
April 30th, 2015

Roth IRAs and Roth 401ks can be great tools to save for retirement.  As you probably already know, the big difference that a Roth offers is a tax break on the money withdrawn from the plan during retirement, rather than granting a tax break for money placed into... (more)

Help for the RMD Confused!
March 27th, 2015

We know that the rules around Required Minimum Distributions (RMDs) can be tricky and the penalties for failing to take the correct distribution can be severe. (Let’s face it, all of this IRA stuff can be complicated – that’s why Dave and Matt... (more)

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  • Richmond Brothers Family Core Value: #4. Pursue Growth & Continuous Learning