At Richmond Brothers, we believe that teamwork truly makes the dream work. It’s more than a saying—it’s the foundation of how we serve our amazing family of clients. We’re always looking for ways to enhance what we call the Ultimate Client Experience, and recently, we made a small but meaningful update that reflects just that.

During a recent team meeting, we realized the term “Portfolio Check-In” doesn’t fully capture the depth of the conversations we have—especially with retirees and those preparing for retirement. Yes, your portfolio is important, but your retirement lifestyle, income strategy, health care planning, and peace of mind matter just as much—if not more.

So, we’re giving that meeting a well-deserved upgrade and a new name: RECONNECT.

Because that’s what it’s really all about—staying connected to what matters most in your financial world and in your life.

Here’s what we’ll dive into when we RECONNECT:

• Review – Take a look at where things stand today, from income to investments
• Evaluate – How your retirement goals are tracking
• Challenges – What concerns may be ahead (market, health care, taxes, etc.)
• Opportunities – Ways to optimize income, reduce taxes, or protect your legacy
• Next Steps – Create a clear action plan moving forward

No drastic changes—just a fresh name that better captures our commitment to making our client’s experience exceptional.

Nearing or already enjoying retirement?
If you’re looking for a team that understands your unique financial challenges and opportunities of retirement, we’d love to invite you to RECONNECT with us. Whether it’s income planning, investment strategies, or just having a clear plan you feel good about—we’re here to help.

Reach out to us at 517-435-4040 or email us to learn more.