Worried that your financial strategy is Missing Something?


We’re here to help you feel confident in your financial future.

What We Offer

At Lord and Richards, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy to help you address your financial needs and concerns.

The Financial Independence Roadmap™

Our unique process ensures that all the pieces of your retirement strategy are aligned to reduce risk, grow your assets and make sure you never worry about having enough to get retired and stay retired.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning
Funding Charitable Remainder Trusts
Reduce or Eliminate Taxes

We have also formed a team of professionals to provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
 

Ready to Take The Next Step?

For more information about the strategies listed here, schedule a meeting today or register to attend a workshop.

Or give us a call at 720.214.6801