your personal financial advisors
Do It Yourself or Partner With Us?
Reach your goals
How to prepare for the big day
UT, Texas A&M, TSC, TSTC ORP, 403(b), 457 plans
We have tax-advantaged plans!
Starting is the beginning!
We know how to help
Choosing the right options
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.
Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
Our Mission is to help individuals and businesses make better financial decisions by providing solutions that fit their goals and deliver a desirable outcome.
Our Vision is to be your most trusted advisors through our professional knowledge, our integrity and our personalized service.
Our Goal is to help you make your dreams come true, to be your "go to" team for any financial concerns you may have, and for you to enjoy the ride.
We are committed to remaining independent for the benefit of our clients.
IT'S THE STRENGTH OF OUR PARTNERSHIP THAT WILL HELP MAKE YOUR DREAMS COME TRUE.
We are a 41-year-old financial services company with professionals offering financial, estate, retirement and asset preservation strategies. We help our clients achieve their goals in the areas of wealth accumulation, preservation, and the distribution of their wealth during their lifetime and after. Financial freedom, success, and happiness take more than just investments. The formula includes comprehensive strategies and a professional coach. At Bob Richardson & Associates, Inc., we are trained and licensed professionals with over 60 years of combined experience.
We try to go "one step further" for our clients ... then one more.
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