Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments

Community participation

Richards, Meli & Associates - Community participation photo

We recently volunteered at the local Second Harvest putting together 1,995 Sunshine boxes. Volunteers set up an assembly line to pack, seal, and stack the boxes so they are ready to be delivered to agencies for distribution to area senior citizens, new mothers and children.