Richard Financial Resources, LLC

Richard Financial Resources, LLC is a personal financial planning firm located in southwest Wisconsin in the town of Platteville. Jeff T. Richard,

Manager/Investment Consultant, takes his clients to a higher level of service. Our wide range of products are designed to suit each individual's needs in all phases of life. We design life-long plans to reach our clients' full financial potential.

By committing to some basic principles, you too can be on the road to success, wealth and financial security.

Our Products & Services

Investment ServicesSubmit

  • Money Management
  • IRA
  • Roth IRA
  • Mutual Fund
  • Annuity
  • 401(k)
  • 403(b)
  • Pension Plan
  • Profit Sharing Plan

Insurance Services

  • Permanent or Whole Life Insurance
  • Term Insurance
  • Long-Term Care Insurance
  • Survivorship Life Insurance
  • Universal Life Insurance
  • Group & Individual Disability Insurance

Retirement Planning