Welcome to Tactical Wealth Management
"Your local connection to the world markets"
Kevin Richardson is a CERTIFIED FINANCIAL PLANNER™ certificant and Chartered Retirement Planning Counselor® whose mission is to see his clients secure in their financial future.
As a registered representative of LPL Financial. Kevin provides independent objective advice with no restrictions on investment products and no ties to any financial entities. He works strictly on your behalf. Trusted financial advice, investment education and market insight are valuable components of the client relationship. Adjusting to volatility in the market—strategies for helping to preserve your assets- while striving for growth and planning for retirement are not mutually exclusive endeavors. It requires a disciplined approach to working toward financial goals and that is where Kevin’s commitment allows him to stay focused on the task at hand—your financial independence.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Learn how to address the challenges that women face when planning for retirement.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This checklist can give you a quick snapshot of how prepared you are.
Three important factors when it comes to your financial life.
What role would taxes play in your investment decisions?
When you’re married and have children, insurance needs will be different.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn about cyber liability insurance in this entertaining video.
What if instead of buying that vacation home, you invested the money?
It’s never a bad time to speak with your financial professional about changes in your situation.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When markets shift, experienced investors stick to their strategy.
A bucket plan can help you be better prepared for a comfortable retirement.