We're #hiring a new Administrative Assistant in Highlands Ranch, Colorado. Apply today or share this post with your network.
Lord and Richards, Inc.
Financial Services
Highlands Ranch, Colorado 815 followers
Empowering Individuals to Achieve Their Dream Retirement
About us
Lord and Richards is an independent firm and fiduciary, dedicated to providing comprehensive financial services to individuals in or near retirement in the greater Denver, CO and Dallas, TX areas. Through our personalized Financial Independence Roadmap™, we provide strategies tailored to your unique needs, whether it's income planning, wealth management, or asset protection. We are passionate about guiding individuals and families through the complexities of retirement. Our team approach to service ensures we can assist you with every aspect of your retirement. With an Enrolled Agent (EA) and an attorney available for our clients, we provide comprehensive support that goes beyond financial planning to address tax and estate planning considerations. By building close, trusted relationships, we aim to address your financial concerns and help you navigate life's transitions with clarity and confidence. Discover how Lord and Richards can help you prepare for a fulfilling and secure retirement. Visit our website to learn more. - Investment Advisory services offered through Lord and Richards Wealth Management, LLC a Registered Investment Adviser
- Website
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http://www.lordandrichards.com
External link for Lord and Richards, Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Highlands Ranch, Colorado
- Type
- Public Company
- Specialties
- Retirement Planning, Financial Planning, Asset Protection, Estate Planning, Risk Management, Dormant Accounts, 401(k) Management, Growth Management, Income Distribution, and Health and Long Term Care Planning
Locations
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Primary
Get directions
8744 Kendrick Castillo Way
Suite 100
Highlands Ranch, Colorado 80129, US
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Get directions
6860 Dallas Pkwy
Suite 125
Plano, Texas 75024, US
Employees at Lord and Richards, Inc.
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Justin McDonald
Believer, husband, and father providing customized investment portfolios for sophisticated investors.
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Jason Vander Pol
Executive Business Operations Leader Experienced in Converting Vision into Value
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Colin Richards
President at Lord and Richards, Inc.
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Tim Trier MDiv
Best Dog Owner / Financial Advisor IAR with Lord and Richards Wealth Management, LLC a Registered Investment Advisor. Life and Health Licensed…
Updates
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We're #hiring a new Independent Financial Advisor in Plano, Texas. Apply today or share this post with your network.
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Creating income in retirement isn’t just about drawing from your saving, it’s about doing it in a way that supports your lifestyle, protects your nest egg, and keeps you ahead of taxes, inflation, and unexpected costs. The right plan balances timing, strategy, and peace of mind. 📈 Want clarity on your next financial steps? Let’s talk about what a personalized distribution strategy could look like for you. #RetirementPlanning #FinancialWellness #IncomeStrategy #TaxSmart #FinancialFreedom #LordAndRichards #SmartRetirement #FinancialAdvisor
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We're #hiring a new Administrative Assistant in Highlands Ranch, Colorado. Apply today or share this post with your network.
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We're #hiring a new Independent Financial Advisor in Plano, Texas. Apply today or share this post with your network.
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For years, our careers can shape our identity. What we do often becomes who we are. But what happens when we retire, pivot, or step away? This transition isn’t just logistical, it’s emotional. One of the greatest challenges? Redefining your purpose. ✅ Some find meaning in mentoring the next generation ✅ Others pursue long-held passions ✅ Many rediscover joy in simplicity, family, nature, creativity The key is shifting your mindset from “What do I do?” to “Who do I want to become now?” If you're approaching retirement or navigating a career shift, remember: your purpose doesn't retire, it evolves. If you’re approaching retirement or navigating a career shift, know that your purpose doesn’t retire, it evolves. #MindsetShift #PurposeAfterCareer #RetirementPlanning #LifeTransitions #PersonalGrowth #CareerEvolution
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