Providing personal financial guidance to help you get to where you want to be
With a passion for helping people realize their retirement vision, Richmond Brothers has provided personal and proactive financial guidance to its family of clients since 1994. We’re a trusted partner to hundreds of local individuals, business owners, executives, physicians, retirees, and charitable foundations. Tell us where you want to go in life—and we’ll help you get there.
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Retirement Planning for Individuals
After assessing your complete financial picture, we create a roadmap to retirement that reflects your needs, goals, and values. Not only do we share our knowledge with you; we do our best to keep you informed on the ever-changing factors that may impact your retirement plans. No pushy sales pitches here—you can expect independent, unbiased advice that’s focused squarely on your financial health.
At Richmond Brothers, our wealth management services are centered on helping you preserve and grow what you've worked so hard to build. After developing an understanding of your needs, priorities, and goals, we work side-by-side with you to craft an investment strategy that balances financial security and leisure while building a legacy to leave to your loved ones or other interests.
Holistic Financial Planning
Using an approach that merges retirement planning, investment planning, and estate planning, we create a multi-faceted "life plan” to ensure your portfolios fit your values. Our goal is to help you manage risk, retire securely, support social causes you believe in, and maintain financial independence.
Proactive Portfolio Management
Given the volatile nature of today’s economy, Richmond Brothers works hard to stay on the cutting edge of it all. This means constantly reviewing markets, investment options, and your portfolio in order to help you make clear and confident decisions that bring you closer to your financial goals.
Don’t leave your financial legacy to chance. Strategic beneficiary planning can enable you to leave more behind for those who mean the world to you. We work with you to clearly establish your beneficiaries and preserve and properly allocate your assets while avoiding unnecessary tax burdens.
Integrated, Tax-Efficient Investment Planning
Why pay more taxes than you have to? With a keen understanding of both investing and U.S. tax laws, Richmond Brothers helps you manage your investment portfolio to help you minimize your tax burden and maximize your returns.
Comprehensive Social Security Timing
When it comes to claiming Social Security retirement benefits, timing is everything. We analyze your complete financial picture—your income, expenses, health, health care costs, and more—and explain how the timing of your benefits will impact your cash flow and your ability to meet your financial needs over time.
A sound investment strategy is essential to helping your money grow. Richmond Brothers helps you evaluate your financial situation, understand your investing options, and define an investment strategy that’s right-sized to your needs and goals. Along the way, we diligently monitor your progress to ensure your portfolio stays aligned with your long-term financial objectives. Unlike many firms, as an independent advisory firm, we complete our own personal due diligence on investment holdings without having to answer to a parent company.
Life can be unpredictable. Are your assets protected? Richmond Brothers helps you explore various ways to minimize financial losses due to illness and disability, property loss, lawsuits, and other potential risks.
Charitable Giving/Philanthropic Planning
Whether you're looking to increase tax deductions or establish a charitable legacy, it may make sense to incorporate philanthropic planning into your overall financial strategy. We help you arrange your financial and estate plans in a way that may help you improve your financial security, reduce tax obligations, and increase the benefits you provide to organizations and charities that are meaningful to you.
In addition, we work closely with local professionals who provide the following services:
- Wills & Trusts
- Estate Planning
- Tax Planning
We will be happy to provide individual referrals in these areas when needed and will happily hold conferences with these firms as necessary.
How Can We Serve You?
To learn how Richmond Brothers can help you navigate your financial journey, contact us today.
Richmond Brothers, Inc. is an SEC-Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This website is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.