-Carl Richards, New York Times
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About Me
- RichFP
- Fee-only investment manager, financial planner, and Scottish terrier owner (Abby and Arlo). My goal is to help you bridge the gap between where you are and where you want to be with planning that is customized to your personal situation. My clients and I work as partners to design a life plan that combines the clients' values, dreams, and financial resources. In 2006 and 2007 I trained with the Kinder Institute earning the Registered Life Planner certification. >> Any communication with prospective clients residing in jurisdictions where ICM is not registered shall be limited so as not to trigger registration requirements. This medium is limited to providing you with general information and does not offer to provide personalized advice. Past investment performance does not insure future results. Investing in the stock and bond markets is risky and principal, income, expenses, taxes, inflation, exchange rates, and total return fluctuate so an investment when redeemed may be worth less than its original cost. Nothing contained herein is to be construed as legal, accounting, or tax advice.
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