Phone: 704-846-7767
Learn several ways to potentially lower your tax bill through
tax-efficient investing.
Member of the Ed Slott's Elite IRA Advisor Group
*America's IRA Expert recognized for distinction in educating advisors and shaping the landscape of tax and financial planning
Ed Slott's Master Elite IRA Advisor Group is not affiliated with nor endorsed by LPL Financial.
Tax Saving Tips
Professional Services
Schedule Your Appointment Today!
Contact us at 704-846-7767
Meet Our Staff
Keith Richardson, CPA, CFP, PFS
LPL Investment Advisor Representative
Graduated from the University of South Carolina with his Bachelor of Science degree in Accounting.
He has over 25 years of experience in the financial industry and enjoys saving people money through tax incentives and holistic planning.
Get To Know Keith
Since 2005, I’ve been providing professional consulting services to clients from all around the Charlotte area and beyond. From strategic planning to innovative solutions, my focus is always on building an efficient and results-driven relationship. I’ll work with you to create a customized plan of action for yourself or your organization. Get in touch to learn more about my vision and consulting approach.
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Clients are able to upload their documents to a safe and secure drawer.
Contact Me
10700 Sikes Place, Suite 340, Charlotte, NC 28277
Phone: 704-846-7767
Fax: 704-847-2085
Our Mission
Financial Planning is our business.
Our professionals utilize tax strategies to enhance our clients’ financial positions in investments, insurance, and estate planning. The client's best interest is considered paramount in all of our recommendations.
