Scott Richardson

Our clients typically fall into three categories: Dual-career household families earning $250,000 or more.

Parents with school-age children with the desire to prepare for the cost of post high school education while staying on track for retirement. Business owners who need help navigating tax efficient retirement benefit options for their employees and themselves. We can be a great fit if any of the following apply to you. You believe in the value of financial advice and guidance; seek a holistic life planning approach focused on your core values; desire to have financial stability; and value your time enough to delegate certain aspects of your financial life, so you can focus on your ideal life. Our process focuses on building a financial foundation to help you prepare for life's challenges. Challenges like starting a family, supporting elderly parents, making a career change, starting a business, navigating employee benefits, considering retirement strategies and preparing for your next chapter in life. Building a firm financial foundation to allow you to pursue your ideal life is vital. We care about your financial health and will assist you on navigating changes in the financial markets and finding ways to help potentially optimize your tax strategy. The only constant in life is change. We are committed to helping you navigate through each step with objectivity, integrity and transparency. If you decide to give us a call, expect a 15-minute conversation with my senior branch office administrator, Tiffanie Moody, to see if your situation matches our expertise. If so, she will then schedule an hour appointment with me, via Zoom or in person, so we can get to know each other.