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 Review
Our unique process to help ensure that all the pieces of your retirement strategy are aligned to reduce risk, grow your assets and help reduce your 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.