Beth Richardson, CFP®

Beth Richardson, CFP®

Phone: 720.443.6203
Fax: 720.443.6210
E-mail:
 

At an earlier age, it became clear to me that becoming a financial advisor offered the best career path because it would afford me the opportunity to work with people, something I thoroughly enjoyed doing. It also would allow me to help individuals, families and business owners make intelligent decisions about their financial future.

I first entered the financial services industry in 1990 as a financial advisor for IDS Financial Services, now American Express Financial Advisors. The experience garnered afforded me the opportunity to build a strong foundation that continues to help me serve the many clients I work with today.

As an independent financial advisor, it is my goal to remain objective about many financial products and services offered to my clients. I also benefit greatly from the resources of my colleagues and broker dealer to help ensure that my clients receive the most complete and objective information possible.

As a comprehensive advisor, I warn my clients about pitfalls in their financial plan, by reviewing each component of their current financial situation, as I design and implement an investment plan.

Considering a client’s risk tolerance, individual goals and time horizon, I address retirement & estate planning concerns, and all other areas relevant to each client’s financial profile.  The most challenging aspects of investing for many clients is the ability to leave emotions out of the investment process. All too often, fear and greed take the helm of the ship, wreaking havoc on one’s portfolio. As a financial advisor, my goal is to educate my clients so that they are prepared to remain steadfast, regardless of the current market environment. The key is simply to replace emotional investing with a disciplined approach.

Today, I specialize in wealth management, concentrating in retirement and estate planning for senior corporate executives, and high net worth individuals.. I a member of Fusion Advisor Network, a community of independent advisors and a leading provider of premier business management solutions.  Through this network, I receive top-notch practice management support and have a community of like-minded advisors to share best practices with. These shared practices translate to better service and solutions designed with our clients in mind.  I am a graduate of the University of Texas in Dallas with a Bachelors in Science Degree. I hold the professional certification of Certified Financial Planner®.