The first step to financial freedom is to understand where you are today, where you want to be, and how to connect the dots. One of the hardest steps, and scariest, is choosing the right financial advisor to create the right plan and always put your interests first. Trust is the most important factor in a successful relationship.
That is why working with a fiduciary and CFP is so important. As Fiduciary CFP's we have an obligation to always act in our client's best interests. As your life becomes more complicated so do your savings. As your net worth grows you may be having your first experiences with complex taxes, considering your estate strategy, and thinking "Are my savings doing everything they can?".
That is why working with a fiduciary and CFP is so important. As Fiduciary CFP's we have an obligation to always act in our client's best interests. As your life becomes more complicated so do your savings. As your net worth grows you may be having your first experiences with complex taxes, considering your estate strategy, and thinking "Are my savings doing everything they can?".
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
As a CFP professional I want to help you develop, implement, and monitor a strategy that's designed to address your individual goals. From managing debt to saving for college and retirement, these personal finance challenges can be overwhelming, and often confusing. Our commitment is to utilize all of our resources as Financial Advisors to help you achieve your goals.
Our firm specializes in helping individuals develop efficient investment strategies. These concepts are especially helpful for higher income clients and business owners. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, tax mitigation, estate conservation, and preserving wealth.
As a CFP and Fiduciary our process is a little different than what you may be used to or what you may find elsewhere. We take our job as your Financial Advisor very seriously. As such we take a few additional steps to add to the already detailed financial planning process most CFP professionals abide by.
We built our business with a single goal in mind: to help people make good financial decisions. Assisting others is not only our calling but what drives us daily to learn more, do more, and be the best in the business. We humbly invite you to explore our clients' stories and hope to discuss your financial goals soon.
Reviews (10)
Mg
Dec 23, 2021
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Steve
Dec 02, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Jason has been fantastic to work with. He has worked out a plan that makes us feel great about our short and long term financial needs. He responds so quickly to questions and is always detailed in his responses. I look forward to working with him for years to come.
Jason has been fantastic to work with. He has worked out a plan that makes us feel great about our short and long term financial needs. He responds so quickly to questions and is always detailed in his responses. I look forward to working with him for years to come.
Joe Moore
Sep 10, 2021
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Richard helped me evaluate and take action on items I had been putting off for too long. He brought a wealth of knowledge and slowed down to ensure I followed along. Right off the bat I saw the potential impact. I haven’t had the confidence of knowing my money is doing the most it can. It’s an awesome feeling. I had no idea how much stress would be lifted after working with Richard. I have a plan I’m confident in, that saw swift results, and I’m excited to see it grow and adapt even more over time.
Zach Fiorella
Aug 29, 2021
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I can't recommend Richard & SerenityWM enough! Richard is an incredibly knowledgeable & helpful Financial Advisor. I have been hesitant to work with a fiduciary for years and decided to connect with a CFP to see what the experience would be like. Richard was incredibly patient and walked me through answers to all of my questions and provided such great insight to questions I didn't even know I needed to ask. If you're looking for a patient, helpful, intelligent, & friendly Financial Advisor that will make you feel incredibly comfortable, please reach out to Richard & team.
Seth Sanert
May 03, 2021
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Highly Recommend! I’ve been impressed since day 1 with the responsiveness, thoroughness and over all professionalism with Rich and team. He put together a strategy that aligns with my needs and is putting me in a position for an incredible future. Rich has also been instrumental as I’ve changed careers and needed help with 401k changes, he truly acts like your personal CFO.
Vimal Moorti
Feb 14, 2021
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I signed up with Richard after a friend of mine mentioned him. From our initial call, he's been super nice, patient, and helpful. Ive met with several other financial advisors but none really resonated with me. Richard is always honest, upfront, and really genuine. I ask a lot of questions and he takes the time to thoroughly answer them. Im really glad I signed up with him and highly recommend him!
Ross Horn
Jan 20, 2021
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Richard Little, CFP is a trustworthy, knowledgable and customer-focused Financial Advisor. He has helped me and my young family establish a sound financial plan that is tailored to our specific goals and objectives.
He continuously keeps up-to-date on how we are tracking towards our plan and makes consultative suggestions when needed., With his support and expertise, I am confident in my family's financial future.
If you are looking for honesty, integrity and hard work, then give Rich a call.
He continuously keeps up-to-date on how we are tracking towards our plan and makes consultative suggestions when needed., With his support and expertise, I am confident in my family's financial future.
If you are looking for honesty, integrity and hard work, then give Rich a call.
Mihai Partac
Dec 26, 2020
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Richard Little was a dynamic and engaging speaker at our financial investment workshop. His expertise as a financial advisor is undeniable. Through an interactive presentation he created an environment that engaged the audience throughout the session and delivered real-life takeaways. We received numerous comments from our members that the presentation was helpful insightful and with a content that can be applied to building financial security and wealth. Everyone left feeling excited and motivated to act.
Raj D. Dalal
Jun 19, 2019
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Ive been working with Richard Little for over 2 years now and have had no complaints, his analysis and advice as a Financial Advisor is mind-blowing. After my father passed away we had a lot of cleaning up and consolidating to do and he was there every step of the way. It was just practical, realistic, well-reasoned, and a strategy I truly hadn't considered. His financial approach and strategy really has benefitted us even in the down market. After meeting with several financial advisors with different brokerages. I truly can say Richard Little has been our best choice as a wonderful financial
Faye Therese Gamboa
Aug 10, 2017
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It is already hard enough to find a wealth advisor, let alone finding someone you can wholly trust. Being a young couple trying to get our finances in order (while saving for a wedding), we needed an advisor who had our best interests at heart. We had very little experience with investment planning, and to be honest, we were very lucky to find Richard. He could have pulled us in any direction and we would have believed him, but Richard was “all ears” right off the bat. He was very patient, very understanding of our financial situation, and extremely knowledgeable about investment strategies
