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.

Items to have ready for your appointment:
  • 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)

Document Upload:

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/

Office Directions:

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.

From the West:
• Head east on I-394/U.S. Hwy. 12
• Take Exit 1A to Carlson Parkway
• Turn Left on Carlson Parkway
• Turn Right onto Deer Creek Parkway
• Turn Left into the parking ramp
From the East:
• Head west on I-394/U.S. Hwy. 12
• Take Exit 1A to Carlson Parkway
• At the top of the ramp go straight through the light
• Turn Left into the parking ramp