Thank you for scheduling a time with Bill Richardson, CRPC® to receive your Retirement Risk Report!
Bill has carved this time out of his schedule just for you. If you need to reschedule or cancel your appointment, please give us a 24-hour notice. Below are some details you’ll need to know to help ensure you get the most out of your time.
Retirement/Investment statements. This includes any 401K, 403b, IRAs, Pension Plans, Brokerage Accounts etc.
Monthly Income Information (Pensions, Social Security, Rental Income, etc.)
Written out questions (we have found that if you take the time to write out your questions or concerns, they will not be forgotten)
If you’d prefer to send your documents digitally before your appointment (completely optional), please use our secure document link below:
https://retirementincomesourcemn.com/secure-document-upload/
601 Carlson Parkway, Minnetonka, MN, 55305 Office #1039 Suite 1050
Conveniently located near the intersection of I-394 and I-494, Retirement Income Source is located in the 601 Tower of the Carlson Center. Please watch the video below to guide you from the parking structure to our offices.