Indy Wealth Planning Group

Indianapolis, IN Financial Services
(317) 683-5751
(317) 683-5751
127 E Michigan St, Indianapolis, IN 46204

127 E Michigan St, Indianapolis, IN 46204

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About the Business

For three decades, Bryan Richardson has been helping Retirees and Pre-Retirees make the right financial decisions for their retirement. He is the President of Indy Wealth Planning Group and specializes in the distribution phase of his clients' financial lives by providing them with strategies that provide security, consistency, and predictability in their retirement, regardless of stock market volatility.

When crafting a retirement plan, it is imperative to ensure that all investments, accounts, income plans, risk plans, and social security work together. His main priority is to create a risk plan that will protect against market corrections but also capture most of the upside of the market. This type of risk management and attention to accounts is usually only accessible to the affluent.

Bryan graduated from Brebeuf High School, Manchester College and participates in ongoing studies on complex financial instruments at Wharton, The New York Stock Exchange, Goldman Sachs and Wellington Management. He is licensed for securities (Series 6 and 63) as well as life health and disability insurance in several states.

Bryan has been married for over two decades and has five children and one grandchild. He leads an active lifestyle and enjoys golf, swimming, and running. He attends Light Of The World Christian Church.

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