Richard Archer, Cfa, Cfp, Mba Email & Phone Number

If you die with 5 million dollars in the bank, I’ve failed. Yes, I’m a financial planner, but I do things a bit differently. 😉I believe you can… Make responsible financial decisions for tomorrow, without ignoring what your soul needs today. Save and invest wisely, while simultaneously planning for a trip across the globe. Practice mindful spending and map out a responsible plan to purchase your dream car or home.Yes, I’ll make sure your retirement accounts are stacked. I’ll geek hard and dig deep to diligently lower your taxes. We’ll help protect your family and finances no matter what the future (or market) holds. If anything in your life has a dollar sign attached to it, I’ll help you optimize and maximize it. But I’ll also help you do what no spreadsheet will… I’ll challenge you to dream. To use your hard-earned money in creative and courageous ways that will make your future self proud.I’ll help you let go of the stress money has created for you in the past and lean into the confidence you can have with a solid financial plan in place.What if you knew you had enough? That all your bases were covered. What if I gave you the math that could slap duck tape over the mouth of your inner worry monster and give you permission to chase an exciting dream?This is what financial planning with intention, courage, and creativity can do. I’ll help you save for retirement, and also make sure you don’t wait until then to live.Are you ready to live today while saving responsibly for tomorrow? Great! Because that’s what I do. 🙋🏻‍♀️Here’s what I want you to do next… 👇🏻Shoot me a quick DM with an answer to this question: “If tomorrow you had unlimited funds in your bank account, what is one of the first items you would love to check off your bucket list?” If you don’t have an answer, think of someone you admire who did something inspiring and share with me what it was.I’m looking forward to hearing your answer.- Richard Find Me Online💻 Website: https://archerim.com 📞 Schedule a call: https://archerim.com/book-a-meeting

Listed skills include Portfolio Management, Asset Management, Non Profits, Investments, and 9 others.