Financial Planning

Tailored strategies for unprecedented lifestyles.

Retirement Plan
Charitable Org. Accounting
Family Office Management

Managing wealth is about people more than numbers. Richburg Enterprises is careful to understand your goals an those of your family to ensure that your financial structure is built to preserve wealth for future generations. Our team will work with you, your estate attorneys and investment advisors to create a personalized financial plan that reflects your values and meet your long- term goals.

Richburg Enterprises will coordinate your estate plan by providing your estate attorneys and investment advisors with accurate information and documentation. As the quarter back of your estate plan, we will coordinate with your other financial professionals to implement and monitor your financial plan to achieve your goals.

Our Services Include

Coordinating estate and retirement plan
Trust/Charitable Organization accounting
Reconciling investment statements
Preparing Charitable Organization, trust and estate tax returns
Family office management