Business Planning
Business Planning
If you’re a business owner or executive, you know the determination and passion it takes to be successful. Building an enterprise and guiding it through the ups and downs of today’s business climate is a heroic undertaking. Passing it to the next generation can be even more difficult. DDR Wealth Advisors can help you along the way.
Business Succession Strategies
Buy-Sell Strategies and Funding
Key Person Insurance
Attraction and Retention Planning
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DDR Wealth Advisors in Rochester Hills, Michigan is a distinct wealth advisory firm focusing on coordinating and advising both individual and corporate clients in numerous areas of their financial lives. From wealth management, risk management and estate planning to business consulting and succession planning, DDR Wealth Advisors tailors strategies specific to each client’s needs. Call today to setup a one-on-one consultation. 517-410-5681
Dennis D. Richardson is licensed to sell insurance in Arizona, California, Florida, Georgia, Illinois, Iowa, Kansas, Michigan, New York, Ohio, Oklahoma, Pennsylvania and Texas.
Dennis D. Richardson is licensed to sell securities in California, Florida, Georgia, Illinois, Michigan and Ohio.
Dennis D. Richardson is registered as an Investment Advisor Representative (IAR) in the following states: California, Florida, Georgia, Illinois, Michigan and Texas.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA | SIPC