Client-Focused Wealth Management

Client-Focused Wealth Management

We create wealth management plans that are tailored to your unique goals and values.

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Informed Investment Guidance 

Informed Investment Guidance 

We fully educate you on available options and products, making you an informed investor. 

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Transparent Financial Planning

Transparent Financial Planning

We’re your financial advisor and our relationship is based on quality and transparency.

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Wealth Management, Tailored To You

Premier Wealth Planning

Your vision for wealth building is all your own. Whether you’re thinking about investment income, retirement planning, or college savings, your dreams need a plan to become reality. Premier Wealth Planning isn’t just your financial advisor. We’re your partner, helping you to flesh out the details of your vision and come up with a workable strategy to get there.

We take a holistic approach to wealth management. No matter what your goals are, we explore every option and product available to not only build wealth but preserve and manage it as well. What matters to you, matters to us. At Premier Wealth Planning, we recognize that each client has different goals. We don’t take a one-size-fits-all approach. Each plan is tailored to your goals, accounting for your resources, time frame, and appetite for risk.

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Our Services

Comprehensive Financial Planning

Comprehensive Financial Planning

Full suite of services to support your financial goals, short-term and long-term

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Investment Management

Investment Management

Evaluating your aptitude for investment and exploring the best products for your goals

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Retirement Planning

Retirement Planning

Making sure you’re on track to retire when you want, the way you want

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Resource Center

Weekly Market Commentary

Weekly Market Commentary

Thoughtful insight on market news

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LPL Research

LPL Research

Helpful documents provided by the LPL Research Team

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Calculators

Calculators

These financial calculators can help you evaluate your goals

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Blog

Blog

Stay up-to-date on the latest firm news

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Financial Planning You Can Trust

Meet Our Team

Gary Richardson

Gary Richardson

Registered Representative and Principal, LPL Financial

727-216-2010

Karl  Roelofs

Karl Roelofs, ChFEBC

Registered Representative, LPL Financial

727-400-3973

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