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Richardson Elite Financial Strategies - HOME

Our vision is to work with you to help free up your time, reduce the stress of financial decision making and help you reach your financial goals to live the lifestyle you work so hard to achieve. Let our experience work for you!

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Richardson Elite Financial Strategies

Maureen Richardson

2440 Cami●●●●●●●●●Suite 285

San●●●mon , CA, 94583

US

1.92●●●●1588
Ma●●●●●@richardsonelitefs.com

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Richardson Elite Financial Strategies

Maureen Richardson

2440 Cami●●●●●●●●●Suite 285

San●●●mon , CA, 94583

US

1.92●●●●1588
Ma●●●●●@richardsonelitefs.com

View this contact

Commonwealth Financial Network

Commonwealth Webteam

29 S●●●●r Rd

Wa●●am , MA, 02453

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1.78●●●●7980
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we●●●●●@commonwealth.com

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Richardson Elite Financial Strategies - HOME | richardsonelitefs.com Reviews
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Our vision is to work with you to help free up your time, reduce the stress of financial decision making and help you reach your financial goals to live the lifestyle you work so hard to achieve. Let our experience work for you!
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1 Maureen Richardson
2 San Ramon
3 Financial Planner
4 retirement planning
5 marriage preparation
6 til money do us part
7 Richardson Elite Financial Services
8 Certified Financial Planner
9 Financial Planning
10 San Ramon
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Richardson Elite Financial Strategies - HOME | richardsonelitefs.com Reviews

https://richardsonelitefs.com

Our vision is to work with you to help free up your time, reduce the stress of financial decision making and help you reach your financial goals to live the lifestyle you work so hard to achieve. Let our experience work for you!

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1

Richardson Elite Financial Strategies - Client Updates

http://www.richardsonelitefs.com/Client-Updates.aspx

CLIENT UPDATES – What’s happening at Maureen’s office. Aging and Its Implications events. The following are open to the public. If you would like to attend an upcoming program, please call my office to RSVP so I can let our venue know you will be attending. May 21 — 1-2:30 pm. Diablo Japanese American Club. May 25 — 11 am -1:30 pm. Montecito Oakmont Senior Living Community. June 2 — 1:30-3:30 pm. For more details, please see our invitational flyer: Aging and Its Implications. Estate planning referrals an...

2

Richardson Elite Financial Strategies - Biography

http://www.richardsonelitefs.com/ourteam.aspx

Maureen Richardson, CFP. Maureen has been Series 7 registered (the General Securities Exam) since 1985 and is registered as a Registered Representative and an Investment Adviser Representative of Commonwealth. She completed her CERTIFIED FINANCIAL PLANNER™ certification in 1996. Maureen keeps her edge through ongoing continuing education and a disciplined weekly work schedule. She participates in industry conferences and events to stay up-to-date on the latest trends and insights affecting her clients.

3

Richardson Elite Financial Strategies - THE MARKET

http://www.richardsonelitefs.com/themarket.aspx

Market Update for the Month Ending July 31, 2016. Posted August 3, 2016. Markets move up around the world. Technical factors also improved during the month. All three major indices remained above their 200-day moving averages, often a sign of continued strength. Emerging markets also did well, gaining 5.03 percent in July. Despite the turmoil in Europe and Turkey, technical factors for the MSCI Emerging Markets Index remained positive, as it stayed above its 200-day moving average for the entire ...Perha...

4

Richardson Elite Financial Strategies - Financial Fact vs Fiction

http://www.richardsonelitefs.com/Financial_Fact_vs_Fiction.aspx

RESOURCES Fact vs. Fiction. Financial Planning Tips and Fact vs. Fiction. International Education and Your Savings. Funds in a 529 education savings plan can be used for study at international institutions. You can use 529 funds for qualified education expenses at international schools that have been assigned a code for federal student aid by. The US. Department of Education. For a list of approved international institutions and their codes, updated quarterly, visit the Federal Student Aid website. Secur...

5

Richardson Elite Financial Strategies - Overview .

http://www.richardsonelitefs.com/Overview___________________________.aspx

No matter what your level of wealth, working with us can help you pursue your goals and proceed with confidence when it comes to financial matters. Our services our tailored for clients who have a desire to achieve and know that their money is being cared for prudently and thoughtfully. A process is followed with each and every client and potential client. It starts with listening, understanding and assessing the situation. The CORE values of each and every process are:. Maureen works with her clients to...

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Richardson Elite Financial Strategies - HOME

SIMPLIFY. CLARITY. CONFIDENCE. Maureen Richardson is a CERTIFIED FINANCIAL PLANNER™ practitioner in San Ramon, California. Maureen works with individuals, couples and families to help simplify their financial lives and to help them identify and achieve their vision of what they would like their financial future to look like. Watch this short video to learn how. Investor360° delivers easy online. Access to your complete financial life. Featured Content: Latest Article and Market Commentaries. This communi...

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