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
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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.
