Richardson Financial
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Service type
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: What’s different about us? What do we bring to the table that others don’t?
It’s simple. Vision & Taxes.
Vision: We help our clients cast a vision using their past as a learning opportunity, present as a stepping stone, and future as the fuel that drives their wealth building engine. Our clients who successfully build wealth adopt a philosophy of paying themselves first. We help them execute on this philosophy.
Taxes: We have an extensive background in taxes (corporate & personal), an intimate knowledge of the tax code, and an unquenchable thirst for the evolution & economics of taxes. The #1 drain on a client’s portfolio is unchecked taxation and the #1 way to drive growth is to control taxation. We know taxes and we help our clients implement tax-intelligent strategies so they keep more of their hard earned money and gain crystal-like clarity into what their future holds financially.
Overview
Background checked
5 employees
21 years in business
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Featured Projects
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Reviews
Customers rated this pro highly for value, work quality, and professionalism.
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Katherine M.
Apr 25, 2018
It is not an overstatement to say that Josh always exceeds my expectations. He is consistent in suggesting better and better ways to grow my account. He understands my current business and my future needs. His personality, professionalism and responsiveness stand out to me and I highly recommend him!
Richardson Financial's reply
Thank you so much for the kind words Katherine! We so enjoy our work together and can’t wait to talk again soon!
Cooper M.
May 20, 2018
Very knowledgeable team that made me aware of strategies I wasn’t aware existed. Our conversations were very relavent, interesting and timely. Helped me structure my plan so that I have complete confidence that I will be happy in retirement because I won’t have to worry about my finances. There unique approach was convenient to my busy schedule and there was zero pressure.
Richardson Financial's reply
It’s been our pleasure Cooper. Your open mind and willingness to better yourself has paid off in a big way!
DenamDena M.
May 21, 2018
I didn’t know what I didn’t know.
The team at Richardson Financial helped me see what is possible that was previously unknown to me.
We have co created a strategic game plan that has helped me gain clarity and I’m excited about the progress we are making for our family.
Richardson Financial's reply
Thank you so much Dena! You and your family are wonderful and clients like you all make it a pleasure to do the work we do!
Credentials
Background Check
Joshua Curtis