Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Capitol Financial Services are experts in employee benefits for small businesses. We advise companies in designing effective benefit strategies featuring health insurance, retirement plans, and disability insurance.
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Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
The Family Business Legacy Company, LLC, working out of their Indianapolis, IN headquarters, works exclusively with owner-managed and family-owned businesses. The practice specialties are in Business Continuation, Exit Strategies and Succession Planning for owners and managers, Retirement and Wealth Transfer Planning for individuals.
As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.
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Multi-Talented Plus LLC is a financial services company dedicated to helping individuals and small businesses improve their financial standing through education, credit-focused solutions, and personalized support. We specialize in credit-related services, financial consulting, and strategic guidance designed to help our clients build, manage, and protect their financial profile. What makes us unique is our one-on-one approach, transparency, and commitment to providing clear, actionable steps rather than false promises. Our goal is to empower our clients with knowledge and tools that support long-term financial stability and growth.
For over 30 years Bryan Richardson has specialized in the distribution phase of our clients’ financial lives by providing Retirees and Pre-Retirees with proven strategies that deliver security, consistency, and predictability in their retirement, regardless of stock market volatility from year to year. is the President of Indy Wealth Planning Group. When developing a retirement plan, it is crucial to ensure that your company retirement plan or IRA’s, investments, income plan, risk plan, and social security are working together and not against each other. Our first goal is to establish a risk plan to insure market corrections do not eliminate market gains. This type of risk management and attention to accounts has traditionally only been available to the ultra-affluent. Our goal is to capture the majority of the upside of the market and limit the participation in market downturns. Bryan is graduate of Brebeuf High School, Manchester College and attends annual ongoing significant studies on complex financial instruments at Wharton, The New York Stock Exchange, Goldman Sachs and Wellington Management to name a few. He is series 6 and 63 licensed for securities as well as life health and disability insurance for many States. Bryan has been married for over 22 years and has 5 children and one grandson. He lives an active lifestyle of exercise and enjoys golf, swimming and running. He attends Light Of The World Christian Church.
