Richardson Financial

At Invested CPA, we always have the client’s best interest in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We understand the wide array of challenges families face today. From managing debt to saving for college to planning for retirement, these personal finance challenges can be overwhelming. Our commitment is to ease that burden and utilize all of our resources to help you pursue your goals. At Invested CPA, we provide assistance in the following areas: • Investments • Financial Planning • Insurance • Tax Planning Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org) Investment advisory services offered through Avantax Advisory Services℠. Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠ Please visit for more information.