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We believe that engaging your employees and helping them derive the most value from the plan is truly what makes your retirement benefits program successful. That’s why we sit down with each of your employees and take the time to understand their unique financial goals.

At Richard Brothers, we believe that happy, financially secure employees are key to creating successful organizations. But far too few employees are proactive about retirement planning, and many don’t get the full value from company retirement plans.

Our Services Include:

  • Cash flow analysis
  • Personalized net worth review
  • Investment portfolio analysis
  • Risk management analysis

Whether you’re looking to manage your student debt, become a home-owner or simply solidify your future financial security, we’re happy to conduct a 30 minute complimentary consultation. Richard Brothers’ financial professionals are always here to help you.

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Start Planning Your Financial Future

Fill out our financial assessment form to start building the future you've always dreamed about.

  • 1: Get Started
  • 2: Basic Info
  • 3: Assets
  • 4: Liabilities
  • 5: Returns
  • 6: Review

You will have the opportunity to review your information at the end of this form prior to submitting.

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Current Assets

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Outstanding Liabilities

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Expected Returns

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About Richard Brothers Financial Advisors

About Richard Brothers Financial Advisors

Founded in 1996 in Portland, Maine, Richard Brothers Financial Advisors has provided clients with balanced, intelligent investment management and financial planning services for nearly 20 years. The firm’s principals are founder and President Randall Richard, who has over 25 years of experience in the financial services industry, and Principal and Chief Operating Officer Neal Richard, who has over 20 years of experience. Through personalized service and a disciplined, yet performance-driven investment strategy, Richard Brothers has successfully guided families and organizations through some of the most difficult financial market climates in history. To learn more, please visit www.richardbrothersfinancial.com.