Shelli Richardson
I design and implement retirement plans
- Role
- CEO, Financial Advisor at Richardson Retirement Solutions
- Location
- Lynchburg, VA, US
- LinkedIn followers
- 500 followers
About Shelli Richardson
Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard. As a Financial Advisor with Richardson Retirement Solutions, I specialize in comprehensive retirement planning. Throughout the consultative retirement planning process, I work with my clients to formulate a detailed and robust retirement plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover: • Retirement planning • Education planning • Estate planning strategies • Risk Management • Insurance Needs • Investment Planning • Funding for a Major Purpose • Current Net Worth and Cash Flow Statements
Experience
CEO, Financial Advisor
Richardson Retirement Solutions
Jan 2023 — Present · Lynchburg, VA, US
I guide people with their retirement planning so they can have all of the opportunities and possibilities afforded them to have a successful retirement! It’s not all about how much money you have at retirement, that is just a piece of the puzzle. The goals for your retirement are most important and build from there! I build a lifelong partnership with my clients because another big piece of the puzzle is implementation of the plan and making changes as needed!
Education
Concord University
BS in Business Administration and Finance
1981 — 1985
Concord University Athens WV
Bachelor of Science of Business Administration (B.B.A.)
1981 — 1985
Skills
- Health Insurance
- Fixed Indexed Annuities
- Customer Service
- Roth Iras
- Investments
- Retirement
- Strategic Financial Planning
- Fixed Annuities
- Retirement Planning
- Financial Services
- Estate Planning
- Long Term Care Insurance
- Long-Term Care
- Life Insurance
- Strategic Planning
- Financial Advisory
- Iras
- Insurance
- Wealth Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.