At its heart, wealth planning involves more than investment and tax issues. Our clients face personal, highly sensitive decisions regarding their businesses, families, and their heirs. Richardson Financial Group leads our clients through these complexities with a rare combination of understanding and financial expertise. Most plans begin with numbers and balance sheets; our approach starts by identifying what's important to our clients. The individuals of Richardson Financial Group are comprised of carefully chosen, dedicated professionals with notable educational and professional credentials from the Country’s largest and most respected financial, investment and accounting firms. Collectively, we have over 70 years of experience helping people manage their wealth. We know the issues and have experienced the questions associated with families that have accumulated significant wealth. We address these special issues and bring unique strategies and solutions to the management and transfer of wealth to future generations. Among our professionals are a highly qualified group of Chartered Financial Analysts, Certified Financial Planners, Chartered Financial Consultants, Certified Public Accountants, Chartered Life Underwriters and tax and estate planning attorneys.