Bryan Richardson is the President of Indy Wealth Planning Group. For over 30 years Bryan has specialized in the distribution phase of our clients’ financial lives by providing retirees and pre-Retirees with proven strategies that deliver security, consistency, and predictability in their retirements, regardless of stock market volatility from year to year.
When developing a retirement plan, it is crucial to ensure that your company retirement plan or IRA’s, investments, income plan, risk plan, and social security are working together and not against each other. Bryan’s first goal is to establish a risk plan to insure market corrections do not eliminate market gains. His goal is to capture the majority of the upside of the market and limit participation in market downturns.
Bryan has been a frequent speaker at AT&T, GM, Caterpillar, AE Staley, Ball Memorial Hospital and to groups of pastors, churches, CPAs and attorneys nationwide on the topic of wealth creation and distribution. He is graduate of Brebeuf High School and Manchester College. Bryan also attends ongoing significant studies annually on the subject of complex financial instruments at Wharton, The New York Stock Exchange, Goldman Sachs and Wellington Management, to name a few. He is series 6 and 63 licensed for securities, as well as, life health and disability insurance for many states.
Bryan has been married for over 24 years and has 5 children
and one grandson. He lives an active lifestyle of exercise, is a
member of Broadmoor Country Club, and enjoys golf, swimming
and running. He attends Light Of The World Christian Church where he served on the Church Council for over 20 years.
Lead Wealth Advisor, Indy Wealth Planning Group