LEGAL & BUSINESS SERVICES
You want a plan to make sure your loved ones are taken care of and your affairs are in order but...
you don’t know what is best for your family,
where to start,
or maybe even the right questions to ask,
and how much it will cost.
Which probably makes you feel confused, overwhelmed and maybe even a little powerless.
I look forward to working with you so that you can stop worrying about leaving your loved ones unprepared for one of the most emotional and stressful times in life.
If you are like most people, you want a plan to make sure your loved ones are taken care of and your affairs are in order but you have put it off for a long time.
And and it feels like you are carrying the weight of the world on your shoulders when you think about all the decisions to be made.
I can help!
I walk you through the process one step at a time, teach you what you need to know, make sure you understand the ins and outs of your plan, and give you the support and tools you need.
Click the button or leave a message in the website chat to schedule your no-charge initial phone call and get your questions answered
James & Christa, Springfield
Being small business owners and not having children, we weren’t sure what kind of an estate plan we needed for our businesses and our assets. Richard guided us in deciding who could serve in the various roles under our estate plan and the best way to plan for each other and our assets. We recommend Richard if you have a complicated family situation and are confused about estate planning.
Jason & Jennifer, Springfield
We were referred to Richard by our financial advisor. Having worked with our mother through her estate plan, we knew that having a plan makes an already difficult situation much easier on everyone. Richard explained our options and helped us come up with a plan that takes care of us and our kids. We recommend Richard if you are ready to get your affairs in order.
Tom & Anna, Kimberling City
We were referred to Richard by our life insurance agent. Because we are a second marriage and own a business with our kids, we weren’t sure of the best way to plan for our kids and property. Richard explained our options and helped us come up with a plan that makes sure we, the kids and the business are taken care of.
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New retirement plan legislation that could benefit people with individual retirement accounts (IRAs) and workplace retirement plans (401(k) or 403(b)) is currently moving through Congress.The Securing a Strong Retirement Act ...
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