Broker Check

Our Services

TAX PLANNING

  • Tax Minimization Strategies
  • Non-Qualified Investment Planning
  • Effects Of Liquidation
  • Tax Deferral Methods
  • Cost Basis Tracking & Analysis

RISK MANAGEMENT

  • Life Insurance Planning
  • Income Protection Options
  • Long-Term Care Insurance

INVESTMENT PLANNING

  • Financial Goal Setting
  • Portfolio Analysis
  • Investment Advisory Services
  • Education Funding Strategies
  • Roth & Traditional IRA
  • Employer Sponsored Retirement Plans (i.e. 401(k), 403(b), etc.)

FINANCIAL POSITION ANALYSIS

  • Budgeting & Debt Management
  • Assets & Liabilities
  • Cash Flow & Net Worth

RETIREMENT INCOME PLANNING

  • Retirement Distributions
  • Guaranteed Income Streams
  • Social Security Filing Strategies
  • Risk Tolerance Transitions
  • Pre-59½ Strategies

WEALTH TRANSFER

  • Legacy Fulfillment Strategies
  • Estate Planning
  • Trust Funding
  • Charitable Giving

 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@richardsaddy.com  |  (517) 219-1900