How Will You Craft Your New Identity In Retirement? LinkedIn Facebook Twitter RSS

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
Woohoo, Qualified Charitable Contributions are Now “Permanent!”
December 21st, 2015

If you’ve been waiting on the edge of your seat to find out whether or not your 2015 charitable distribution is qualified, you can now sit back and smile. Congress is providing you with an early Christmas gift! In case you haven’t heard yet, the President... (more)

Matt’s Minutes: How the Interest Rate Increase Impacts Our Holdings
December 21st, 2015

Matt covers the Fed’s decision to increase interest rates and how that could affect our clients’ portfolio holdings. If you prefer to read the closed captions, please feel free to download them here. The opinions expressed in this video are for general... (more)

Matt’s Minutes: 2016 Selloff – Is this the beginning of the end?
December 21st, 2015

Matt discusses the recent sell-off in the markets that have started off our new year and what Richmond Brothers’ plan is for clients. If you prefer to read the closed captions, please feel free to download them here. Source: YCharts The opinions expressed... (more)

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  • Richmond Brothers Family Core Value: #6. Be Humble