Our Services & Products
Investment Products |
Management Services
| Private Consultations |
Financial Planning |
Asset Management
Investment Products
- Institutional and Retail Investing
- Asset Management
- Investment Planning
- Estate Planning
- Retirement Planning
- Educational Seminars
- Life, Health and Long-Term Care Insurance
- Asset Allocation and Risk Analysis
Personal
Portfolio Management Services We are pleased to assist you in
refining, prioritizing and equipping you with a strategic plan to help
you in
achieving your financial goals and objectives.
Building Wealth. Richey Advisors offers
quality and confidential, personalized services designed with the goal
to help you build wealth through prudent and coordinated planning
strategies. If you need a comprehensive financial plan or simply want to
know if you have enough assets to fund your retirement, we can help.
Investment Management. Our primary
goal is to formulate an ongoing, prudent financial plan and investment
strategy with appropriate checks and balances in an effort to increase your
likelihood of achieving financial success.
Financial Education & Consultation. Richey Advisors offers
topical and generic educational seminars for individuals, businesses,
groups and educational institutions throughout Southern California. We
are available to speak and educate on a variety of financially related
topics such as retirement, estate and tax planning, employee benefits
and charitable giving strategies. Our students can acquire the education
they need to plan for a financially secure retirement.
Pensions & Endowments. We provide
asset management solutions for pension and endowment trust funds by
assisting in the design and implementation of investment policies unique
to each client. These policies provide the guidelines to facilitate the
continuity of investment funding; and distribution objectives in keeping
with fiduciary obligations of the trustees and owners.
How May We Assist with Your Financial Needs Today? Call us at 714 449-9696 or
drop us a note.
One-on-One Attention
to Our Clients' Needs
Private
Consultations
The professional consultants at Richey Advisors, Inc. can answer
questions and address concerns you may have relative to financial and
investment needs, holding all information in strict confidence.
Financial Plans
Richey Advisors, Inc. offers a range of financial planning services.
Whether you need a comprehensive financial plan or simply want to assure
that you will have enough assets to fund your retirement, we can help.
We provide:
- Insurance Needs Analysis
- Educational Funding
- Investment Planning / Asset Allocation and Risk Analysis
- Retirement Planning
- Estate Planning
- Distribution of Assets
These plans typically include a written summary of your goals and
objectives, current and projected net worth statements, projected tax
and cash-flow analysis, as well as personalized recommendations.
Asset Management
Richey Advisors, Inc. provides asset management services for the purpose
of establishing an investment and asset allocation policy for a client's
investment portfolio. Whether for personal use, retirement or
educational funding, Richey Advisors has the experience necessary to
walk a client through the steps needed for properly developing an investment strategy tailored to their specific needs.
The client's desire for income or capital appreciation is assessed, as
is tax status, risk tolerance, and requirement for liquidity. Once a
portfolio is implemented, Richey Advisors monitors each investment on a
daily basis and reports to the client each quarter with a comprehensive
investment status report monitoring the progress of the portfolio over
time.
Speakers for Your Group
Seminar Series
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