Broker Check

Team



At Fusion Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We can also help answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have worked with many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Lynn Richards, ChFC® , MSFS

Financial Advisor, President

210-342-1112

210-342-1160

lynn@fusionadv.com

Lynn has a BA degree from Texas Tech University and a MSFS in Financial Planning with The American College, in Bryn Mawr, Pennsylvania. He is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and an...

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Socorro Richards

Operations Manager, Shareholder

210-342-1112

210-342-1160

socorro@fusionadv.com

Socorro has served in the financial services industry providing office management and accounting services since 1975. She holds a B.A. degree in Mathematics from Texas Woman’s University in Denton, Texas. She is actively involved in...
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Elizabeth Richards

Support Specialist

210-342-1112

210-342-1160

elizabeth@fusionadv.com

Betsy has worked part-time and summers with us for the past several years and is now full-time since her graduation from college. She specializes in assisting with research and client management information systems. She is the daughter...
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