When you partner with a Geoffrey Richards Financial
Consultant, you have the access to the vast
resources and expertise of a global financial services firm through one
exclusive relationship. From investment management to retirement and tax
planning, your Geoffrey Richards Financial Consultant will develop a
unique set of strategies and solutions based on your own financial goals.
By working closely with you to identify these short and
long-term Goals, your Financial Consultant can tailor a tax advantaged investment
portfolio that can help you meet them with confidence and insight. As new
opportunities arise- and your needs and market conditions change- your
Financial Consultant will keep you on track with your financial plan
through periodic reviews and sophisticated performance reporting.
The result is a partnership based on a simple
To put our clients interests
first with customized advice and unparalleled personal service.