On Tap: Medicare Open Enrollment
This year’s open enrollment for Medicare runs from Oct. 15 to Dec. 7. Any changes you make to your Medicare plan will begin on Jan. 1, 2022. Eligible Medicare beneficiaries can start receiving benefits once they turn age 65. Those who were already drawing Social Security benefits before that age are automatically enrolled in Original…
Welcome to the team, Taylor!
Our Richmond Brothers’ team is continuing to grow! As you know, Richmond Brothers’ focus is on service, growth, and continual learning. One of the ways we can accomplish our goals is by ensuring our team is properly served. We are proud to announce that we have brought on another terrific addition to our team, Taylor…
Richmond Brothers Advisors Completed Advanced Virtual Training
Three advisors at Richmond Brothers, Matthew J. Curfman, CFP®, Daniel J. Vredeveld, CFP®, and Steve Kulchinski, MBA, recently completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a virtual workshop April 29-30, 2021. This invite-only workshop was attended by members of Ed Slott’s Master Elite IRA Advisor…
Welcome, Lindsay!
Our Richmond Brothers’ team is growing! As you know, Richmond Brothers’ focus is always on our clients as we strive to provide world-class service. One of the ways we can accomplish that is by maintaining a sufficient amount of staff to ensure our clients continue to receive the red-carpet treatment. We are proud to announce…
Welcome 2021 Client Advisory Board!
As you may know, we have been utilizing the ever so important knowledge of a small group of clients each and every year since 2011. This group helps Richmond Brothers evolve so that we can best serve the needs of our extended family. We are honored to be able to announce our Client Advisory Board for…
2020 Holiday Matching Program
Want to make YOUR charitable gift go farther? For 2020, Richmond Brothers has decided to double our impact from previous years. We are offering up to $500 in matching funds for donations made to each of our chosen six non-profit organizations. That’s a total of up to $3000 in matching funds and $6000 in overall…
Honoring Our Veterans
With 2020 being a different type of year for us all and being unable to have our annual Veteran’s Day celebration, we decided to do things a little differently to continue to show our gratitude for our amazing veterans. Instead of honoring just one of our veterans in our family of clients, we decided to…
2020 CMS Forerunners Scholarship Recipient Awarded
In line with our core value of Pursuing Growth and Continuous Learning, Richmond Brothers is happy to announce that this year’s Forerunners scholarship recipient was recently awarded. As you may recall, the Forerunners is an association of retirees from CMS affiliated companies. Brenden Cahill received a $1000 scholarship through his grandfather’s affiliation with the Forerunners….
Richmond Brothers Honored in Investor.com’s 2020 Top Firms in Michigan List
Richmond Brothers was recently honored to learn that we have been included in investor.com’s 2020 Top Firms in Michigan list. We are truly grateful to be a part of this list and consumer resource! investor.com is a consumer advocacy project with the mission of serving Americans as a trusted resource for researching and comparing financial…
Hunter Richmond: Job Shadowing
We wanted to announce that Hunter Richmond, Dave’s son, will be joining Richmond Brothers for the next couple of weeks in an effort to pursue his growth and continuous learning. As a senior at Lumen Christi this year, Hunter has expressed interest in getting to know a bit more about the financial services industry and…
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.
