About RICHARDS FINANCIAL PLANNING, LLC
RICHARDS FINANCIAL PLANNING, LLC is a leading financial planning firm dedicated to providing comprehensive and personalized financial solutions for individuals, families, and businesses. With a team of experienced financial experts, we offer a wide range of services to help our clients achieve their financial goals and secure their future.
H2: How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Offers a wide range of financial products and solutions
- Empowers clients to make informed financial decisions
- Has a team of experienced and knowledgeable advisors
- Committed to building long-term relationships with clients
H2: Facts and Insights
RICHARDS FINANCIAL PLANNING, LLC was established in 2005 and is headquartered in New York City. Over the years, we have built a strong reputation for providing high-quality financial services and helping our clients achieve their financial goals. Our team of advisors has a combined experience of 50 years in the financial industry, making us a reliable and knowledgeable partner in your financial journey.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
H2: Financial Services Offered
We offer a wide range of financial services to cater to the diverse needs of our clients. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
- Wealth preservation
- And more
H2: Client Types
Our firm serves a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- High-net-worth individuals
- And more
H2: Fees & Compensation
At RICHARDS FINANCIAL PLANNING, LLC, we are committed to transparency when it comes to our fees and compensation. We offer fee-only services, which means we do not earn any commissions from recommending or selling financial products to our clients. Our fees are based on a percentage of assets under management, ensuring that our interests are aligned with our clients’ success.
H2: Background
RICHARDS FINANCIAL PLANNING, LLC was founded by John Richards, a seasoned financial advisor with over 25 years of experience in the financial industry. With a passion for empowering individuals and families to achieve financial success, John has built a team of dedicated and knowledgeable advisors to help clients navigate the complex world of finances.
H2: Financial Advisor Disclosures to Know
As a registered investment advisor, RICHARDS FINANCIAL PLANNING, LLC adheres to the stringent rules and regulations set by the Securities and Exchange Commission (SEC). We are committed to providing full transparency to our clients and always act in their best interests. We encourage our clients to review our Form ADV, which outlines our services, fees, and potential conflicts of interest.