Peace of Mind

I’ve known Richard Archer for over 20 years and he “walks the talk”. He is trustworthy, honest, and genuinely cares for the people he serves. My husband and I asked Richard to consolidate all of our various retirement accounts shortly after we got married. He made the process as simple as possible for us. As our investments grow, we never fear about what the market is doing, if we should buy or sell. Richard understands our goals and uses his gifts and knowledge to make sure we are on the right tract to reaching them. We look forward to our annual review with Richard and his team. They are proactive in making sure they have answers even before we ask the questions!