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Helping Individuals and Families Build Financial Confidence

Financial planning is about more than numbers. It is about creating a strategy that supports your goals, protects your family, and helps you move forward with confidence.

Bryan Richardson works with individuals, families, and business owners who want a thoughtful and disciplined approach to managing wealth. With more than 32 years of experience in financial services, Bryan provides guidance designed to help clients grow assets, manage risk, and plan for long term financial stability.

As the founder of Family Legacy Advisor Group and partner at AdvisorShare Wealth Management, Bryan provides fiduciary guidance to clients across the United States. His planning philosophy is rooted in education, trust, and a commitment to helping clients make informed financial decisions.

Bryan believes financial planning should align with the values that matter most in life. Whether planning for retirement, protecting assets, or creating a legacy for the next generation, every financial plan begins with understanding the person behind it.

What We Help Clients Do
  • Plan for retirement income and long-term financial security
  • Help protect wealth through thoughtful risk management
  • Build tax efficient financial strategies
  • Create long term investment and distribution plans
  • Align financial decisions with personal values
A Philosophy Built on Care

One lesson Bryan learned early in life continues to guide his work today.

People do not care how much you know until they know how much you care.

This principle influences every relationship and every financial plan created at Indy Wealth Planning Group.

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Here are some ideas to help pursue a life of financial freedom.

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Explains how future tax rules may impact deductibility of charitable donations.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

This calculator is designed to help you attach a dollar figure to your life’s work.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck