Diana & Don, Hollister
We were referred to Richard by our longtime financial advisor as part of our financial review. Richard identified some areas and options to simplify our estate and make things easier for our beneficiaries. We recommend working with Richard to review your estate when you update your financial plan.
Manuel, Springfield
There were some pretty significant changes to my family situation, and I wasn’t sure whether my estate plan took care of these new circumstances. Richard developed a new plan that makes sure my family is taken care of. I am confident that things will be handled correctly when I am gone.
Dea & John, Mount Vernon
Richard was referred to us by our accountant. We were anxious because we didn’t have any estate documents and wanted to make sure our farm was protected. Working with Richard was painless and he helped us with a plan to not only take care of the farm but also make sure we will be taken care of.
Stay Up-To-Date With Our Latest Posts
Personal Property Rentals: A Guide for Small Business Owners
Own a business with significant and valuable personal property? Personal property rentals can have a major impact on your business taxes. Learn everything you need to know about how to classify and manage them. Personal property rentals are often overlooked but hold significant financial benefits for small businesses. Unlike real estate rentals, the tax treatment of renting Read More
2024 College tuition increase highlights show rising costs for public and private colleges. Learn how this impacts your budget and financial aid options. The 2024 college Read More
Discover why foreign direct investment keeps the U.S. economy thriving! Learn more about its impact and opportunities. Foreign direct investment plays a pivotal role in bolstering Read More
Ready to achieve financial well-being? Learn how a financial wellness plan can help you take control of your finances and pursue your dreams! Achieving financial well-being Read More
Page [tcb_pagination_current_page] of [tcb_pagination_total_pages link='0']