Be coached to success by using proven strategies to optimize assets, preserve capital and minimize taxes.

We redesign portfolios:

  1. Never Run out of Money
  2. Never Lose Money
  3. Increase Monthly Income
  4. Reduce Aggregate Tax Liability

We are here to assist you in developing the appropriate investment, insurance, and business strategies. We specialize in assisting in income producing and wealth preserving adjustments to your portfolio.

Use this site as a resource.

I created this site for you, my clients, friends, and associates. Come back often and visit as there will always be something new for you to explore. Enjoy your visit!

"The 10/10/80% Percent Rule:
Learn it, Live it, Share it! (SM)
Give 10% - Save 10% - Live 80%
- The Money Doctor."

"How to never be broke again by paying yourself first and sharing the wealth."

William F. Richardson, "The Money Doctor"
Wealth Creation Financial Strategist

Virtual Lifestyle Discovery Strategy Sessions are available for qualified candidates.

World Economic Report

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Podcast Radio Show

"The Original Money Doctor"

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