Richards Financial Planning, LLC

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Unlock Your Company’s Full Potential

Our SMART retirement plans will help your company thrive.

Schedule a call to learn the SMART Solution

 

 

Running a small to mid-sized business can be challenging.

Richards Financial Planning Smart Retirement Plans

 

A mediocre retirement plan can hurt team morale, recruitment, retention and become a liability for your business.

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Why should employers offer a SMART retirement plan?

* Demonstrates workforce value

* Attracts top talent

* Promotes a forward-looking company culture.

* Reduces employer liability

Richards Financial Planning Smart Retirement Solutions

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Let’s create a SMART retirement plan together.

I’m Van Richards, ChFC ® 

With my 30+ years of experience, I can be your guide. 

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You Need a SMART Retirement Plan

Richards Financial Planning SMART Retirement Plans

A SMART Retirement plan follows the SMART principle:

Secure

Manageable

Accessible

Rewarding

Trustworthy

Schedule a call to learn the SMART Solution

The SMART Solution:

How to Transform Your Company Retirement Benefits in Three SMART Steps

      1. Consult and Tailor:

        Contact Van Richards, ChFC to schedule a consultation and work with him to assess your situation and tailor a SMART retirement plan to meet your needs and preferences.

      2. Choose and Set up:

        Choose the best SMART retirement plan option for your business size, budget, and goals, and sign the agreement to start the process. Work with Van to set up the SMART retirement plan account, select the investment options, and establish the contributions and vesting schedule.

      3. Communicate and Enroll:

        Inform and enroll employees in the new SMART retirement plan, and offer educational resources and support to help them understand and benefit from the plan.

Schedule a call to learn the SMART Solution

If you’re not ready to schedule a call, no problem.

In the meantime, you can take a free Retirement Readiness Assessment to see how prepared you are for retirement.

We offer this quiz to all employers to gauge their employees’ interest in planning for retirement. Take it yourself first.