As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Are You paying too much Taxes?
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You may be able to avoid Social Security Taxation.....
Contact us for your Tax Analysis and let us help you Save Money!
Learn more about our amazing team of professionals.
Shelli is President of Richardson Retirement Solutions and has office locations in Bradenton, FL, Lakewood Ranch, FL, and Lynchburg, VA. She began her career in the Financial Services industry in 1998 and in 2004 became an Independent Financial Advisor and President and Founder of Richardson Retirement Solutions.
Shelli is dedicated to provide unbiased investment advice that matches her clients’ retirement goals with suitable investments inside and outside the stock market. She realizes that helping her clients attain their goals is an ongoing process and lifelong relationship.
For over 18 years, Shelli has helped pre-retirees and current retirees develop retirement solutions together. Shelli’s commitment to her clients’ financial well-being enables her to successfully meet their planning needs while building lasting, meaningful relationships.
Shelli graduated from Concord University in 1985 with degrees in Business and Finance. With her extensive knowledge and experience, Shelli develops customized planning for her clients, working with them personally to establish budgets and goals for a successful retirement.
Shelli has won many awards throughout her career such as, “Court of the Table” member of the Million Dollar Round Table, establishing herself as one of the top Financial Advisors in the Country. She is an Investment Adviser Representative and has her Series 65, Fiduciary Securities License. Shelli is a Licensed Insurance Agent in Florida, Virginia, Massachusetts, North Carolina, and South Carolina.
In her spare time, Shelli enjoys sunset walks on the beach, collecting seashells and shark teeth, boat excursions with her friends, but most importantly, she loves spending time with her family and three daughters, Keri, Sara, and Leah and their growing families; her first grandchild, Rylee, who brings so much joy and another grandchild on the way, Easton.
Family has always come first in Shelli’s life and her three daughters have always been an inspiration to her. Now, she is looking forward to this next phase of her life with her grandchildren!