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    • R. Scott Richardson, JD
    • Bruce F. Barge
    • Brenda R. Haag
    • Chris A. Richardson
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      • Webinar-Checking Accounts?
      • History – Calendars by Year >
        • Client Conference 2017
        • Client Conference 2015
    • Video Education
  • Contact
  • Home
  • Executive Benefits
    • Supplemental Executive Retirement Plans – SERP
    • Split Dollar Loans
    • Deferral Plans
    • Welfare Plans
  • Revenue Strategies
    • Bank/Business Owned Life Insurance – BOLI
    • Corporate Owned Life Insurance – COLI
    • Insurance Company Owned Life Insurance
    • Managed Accounts
    • Guaranteed Income Contracts
    • Fee Income Strategies
  • Asset Protection
    • Estate Planning
    • Business Succession Planning
    • Key Person Planning
  • About
    • R. Scott Richardson, JD
    • Bruce F. Barge
    • Brenda R. Haag
    • Chris A. Richardson
    • Debra Hardimon
    • Fannie Mae Pantaleon
    • Gary Wilberg
    • Jeff Prescher
    • Joe Tripalin
    • Jonathan Barnes
    • Patrick J. Costello
    • Philip Aderton
  • Resources
    • Blog
    • Events >
      • Webinar-Checking Accounts?
      • History – Calendars by Year >
        • Client Conference 2017
        • Client Conference 2015
    • Video Education
  • Contact
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​Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account. 

Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Scott Richardson at 855-492-5334 .
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