Bill Richardson
Financial Advisor and Managing Director
CRPC®
Bill Richardson believes strongly that education equals empowerment. That’s why he has spent the last 18 years dedicated to educating clients and financial professionals nationwide about how to make the right financial decisions for themselves and their businesses. He is passionate about getting to know his clients and understanding their unique goals and concerns.
Bill and his experienced team at Retirement Income Source of Minnesota help clients find and implement strategies to maximize income, minimize taxes, prepare for rising healthcare costs, maximize Social Security, and effectively manage investments.
Their primary goal is to help every client feel more secure and confident about their financial future.
Bill graduated from Luther College with a bachelor’s degree in psychology and religion. He holds his state insurance license for life, health, and disability, and his Series 65 securities license. His commitment to education also led him to acquire his Chartered Retirement Planning Counselor (CRPC®) designation.
Bill lives in Corcoran, Minnesota, with his wife, Jamie, and their three children Jackson, Jane, and Avery. He is also an avid tennis player and has played and coached at the collegiate level.