We have always prioritized the safety and well-being of our clients and our team, and we remain committed to creating a safe environment that follows CDC guidelines. As we continue to meet with clients in person, we will also continue to offer virtual or telephone sessions to all clients and would be pleased to accommodate this type of meeting, at your request.
Please do not hesitate to reach out to us at (517) 219-1900 or via email at info@richardsaddy.com should you have any questions. At Richards & Addy Wealth Management, we understand that everyone has unique financial concerns, priorities, and long-term goals. We also recognize that preparing for that next step in life can be overwhelming and the need for a trusted advisor has never been greater.
Please do not hesitate to reach out to us at (517) 219-1900 or via email at info@richardsaddy.com should you have any questions. At Richards & Addy Wealth Management, we understand that everyone has unique financial concerns, priorities, and long-term goals. We also recognize that preparing for that next step in life can be overwhelming and the need for a trusted advisor has never been greater.
Services
We have a dedicated team of professionals here to help you along the way. We strive to provide first-class service and support to our clients and look forward to working with you to achieve your long-term financial goals. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Whether you are looking to provide security for your family or business, maximize your retirement income, or fulfill a legacy plan, our team will work with you every step of the way. We take a holistic approach that focuses on all aspects of your financial well-being. At the same time, our goal is to simplify the complexity of the financial planning process.
Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life. Learn about the importance of having an estate strategy in this helpful and informative video. Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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