A Refreshingly Personal Approach to Retirement and Financial Planning
As a family-owned firm, Richmond Brothers provides truly personal service to our clients — not the “take a number” kind of service that’s become all too common these days. We want to know all about you so that we can serve your best interests financially as well as personally. Imagine that: real people who really care. It’s why folks have entrusted their financial wellness to us since 1994.
A Refreshingly Personal Approach to Retirement and Financial Planning
As a family-owned firm, Richmond Brothers provides personal service to our clients. We want to know all about you so that we can serve your best interests financially. Imagine that: real people who really care.
Are You Ready to Fight Your (Retirement) Fears?
In “FearLESS Retirement,” our CEO and Co-Owner, Matthew J. Curfman aims to alleviate the common fear of running out of money during retirement. Having started in the industry at a young age, Matthew shares his decades of wisdom on important financial topics, including:
- How to make the most of your Social Security benefits
- Why life insurance can be a valuable tool in your retirement income toolbox
- The benefits of having a written financial plan and working with a professional financial planner
- And more
Request your free copy today and discover how you can face your fears when it comes to retirement.
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HOW MUCH OF YOUR RETIREMENT SAVINGS
CAN YOU AFFORD TO LOSE?
DOES YOUR PORTFOLIO HAVE TOO MUCH RISK? OR NOT ENOUGH?
Knowing your risk score can help you make appropriate investment choices.
Find out your risk score with our Riskalyze tool!
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Get Started in 3 Easy Steps:
EVALUATE
Using the Richmond Brothers' Fearless Financial Approach™, we’ll examine your current financial situation and determine your retirement needs.
PLAN
Receive a custom strategy to help you reach your unique retirement goals.
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Attend a Live Event
Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.
OUR NEXT UPCOMING EVENT:
or view our full event calendar
Let’s Get Started
Fill out the form below to schedule your one-on-one meeting with Richmond Brothers. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
