- Estate Planning & Wealth Transfer Design and implement strategies allowing for maximum inter-generational wealth transfer and minimization of estate taxes. more
- Wealth Accumulation & Preservation Design and implement advanced financial strategies for retirement planning. more
- Business Continuity Planning Develop an ideal plan to maximize business value at exit. more
Creativity, integrity and knowledge! Richard embodies all of these. He has crafted a financial strategy for me that could only have been done by someone of his experience and caring. Work with Richard and you’ll see why for yourself.
Billy Mikelson, Founder & CEO, Motive Creative
Richard consistently reflects care, caution and precision in providing advice or other guidance regarding life insurance for the benefit of our mutual clients. He is a man who has earned an untarnished reputation as a consummate professional.
Lawrence Rudolph, President, Capell Rudolph Business Management
I trust Richard to handle my clients’ life insurance needs as well as my own. Richard’s background as a CPA, together with his integrity and understanding of the estate planning process, brings a level of service that is very difficult to emulate. These qualities, along with his independence from a specific insurer make him the perfect person to refer my clients for their life insurance needs.
Jeffrey Reuben, Partner, Elkins Kalt Weintraub Reuben Gartside LLP
Richard’s gift is that he has the ability to communicate complex estate and insurance concepts in a way that’s easy for us to understand. He has, and continues to, advise us on all aspects of our life insurance planning with knowledge, integrity and care.
Lauren and Anthony Raissen, Founders, Ideaology 360
Please don’t hesitate to contact us for more information.