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About RICHARDS FINANCIAL
RICHARDS FINANCIAL is a reputable financial firm that has been providing expert guidance and services to clients for over a decade. Founded by expert financial advisor, John Richards, the firm has established itself as a reliable and trustworthy partner for clients looking to achieve their financial goals. RICHARDS FINANCIAL prides itself on its team of seasoned financial experts who possess a wealth of knowledge and experience in various financial areas.
How does the advisor help clients – Key Takeaways
- Assistance in setting and achieving financial goals
- Expert advice on financial planning and investment strategies
- Customized solutions tailored to individual needs
- Ongoing support and monitoring of financial progress
Facts and Insights
In today’s complex financial landscape, having a trusted partner like RICHARDS FINANCIAL can make all the difference. With access to the latest market insights and information, the firm is able to provide clients with valuable and timely advice to help them make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance solutions
- Wealth management
- And more
Client Types
RICHARDS FINANCIAL caters to a diverse range of clients, including individuals, families, and small business owners. The firm is committed to providing personalized financial solutions to meet the unique needs of each client and help them achieve their financial objectives.
Fees & Compensation
RICHARDS FINANCIAL believes in full transparency when it comes to fees and compensation. The firm operates on a fee-only basis which means that clients only pay for the services they receive, and there are no hidden commissions or conflicts of interest. This ensures that the firm’s advisors always act in the best interest of their clients.
Background
John Richards, the founder and lead advisor at RICHARDS FINANCIAL, has over two decades of experience in the financial industry. He holds various certifications and qualifications, including the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. He is constantly updating his knowledge and skills to provide clients with the most up-to-date and valuable financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, RICHARDS FINANCIAL is required to make certain disclosures to clients. These include any conflicts of interest, fees and compensation, and disciplinary history. Clients can access this information on the firm’s Form ADV, which is available upon request.