Jackson, MI Advisors

David Rich­mond* and Matthew Curf­man* of Rich­mond Broth­ers, Inc. pro­vide per­sonal and proac­tive guid­ance to top exec­u­tives, busi­ness own­ers and retirees. Since 1994, Rich­mond Broth­ers has been col­lab­o­rat­ing with clients to help them real­ize and achieve their retire­ment dreams. As per­sonal finan­cial strate­gists and retire­ment dis­tri­b­u­tion pro­fes­sion­als, David and Matt help man­age lump sum dis­tri­b­u­tions and facil­i­tate income for retirees through reg­u­lar dis­tri­b­u­tions from IRAs.

David was one of only 2,600 indi­vid­u­als since 1977 to receive his Mas­ters of Sci­ence in Finan­cial Ser­vices (MSFS) through The Amer­i­can Col­lege. He also holds the Char­tered Finan­cial Con­sul­tant (ChFC^®) and Char­tered Life Under­writer (CLU^®) des­ig­na­tions. At just 21 years of age, Matt was one of the youngest can­di­dates to receive his Cer­ti­fied Finan­cial Plan­ner (CFP^®) des­ig­na­tion. Both David and Matt are mem­bers of Ed Slott’s Mas­ter Elite IRA Group^TM and con­tinue their edu­ca­tion in invest­ment knowl­edge, tax laws and finan­cial techniques.

Dave and Matt have been rec­og­nized in the local media on numer­ous occa­sions and have also been quoted nation­ally in pub­li­ca­tions includ­ing Mar­ket­Watch, a sub­sidiary of Dow Jones, Inc.