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.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
For many, retirement includes contributing their time and talents to an organization in need.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Medicare’s popular program, offering free gym membership and health education.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Explaining the SECURE Act and how the changes affect your retirement strategy.
There are a few things to consider when buying or leasing your next vehicle.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
You’ve made investments your whole life. Work with us to help make the most of them.
It's easy to let investments accumulate like old receipts in a junk drawer.