Giving Transforms You!

One simple action holds the power to transform you personally — your attitude, your perspective and even your financial life. It also holds the power to transform your family, your friends, your business, your colleagues, your community…and more.

The greatest act that any human being can engage in is the simple act of giving. It transforms…instantly. This book will be entertaining, empowering and encouraging as you take a journey through 52 principles of giving and 52 enlightening quotes from some amazing people throughout history. Read this book and you will discover new (and possibly profitable) ways to give. Read this book and you will remember the power of this simple act. Read this book and you will be transformed. Then give it to someone you care about!

Coming Soon

7 Costly Mistakes Even Wealthy Entrepreneurs Make …And How to Avoid Them

Are you an entrepreneur? Are you willing to take risks to start a business? Are you prepared to sacrifice your income in hopes of making money and creating jobs down the road?

This book is focused towards the entrepreneur who is a self-driven, optimistic, and fearless person. You have a can-do attitude and the survival skills to carry out your vision. And you possess a good amount of self-confidence. I like to say successful entrepreneurs walk by faith and not by sight.

So yes, Rich is an entrepreneur and therefore understands them better than most! In this book he shares from his own personal experiences as well as those of some of his most successful clients. You won’t want to miss reading this book if you are an entrepreneur or know one.

*All profits from the sale of Rich’s book will be donated to Basel Cell Carcinoma Nevus Syndrome Life Support Network

Praise for The Book

Client Commitments

Our firm only works with a maximum of 10 NEW clients Annually. All of these clients are offered a 30 minute complimentary strategy conversation (in-person OR via telephone meeting) and once it’s mutually agreed upon that we can add value in the relationship will approve an engagement agreement outlining the services provided. We work with clients throughout the USA and those usually have ONE or more of the following minimums:

• $2,000,000 Investments
• $750,000 Income
• $10,000,000 Net Worth (Including businesses and/or real estate values)

6/1/2020 Honored to receive the prestigious TOP OF THE TABLE awarded to an
elite group of less than 5% of all the financial advisors in the World.
With my assistant, Kathy Webber, whom I couldn't have done it without her

Charitable Giving

Charitable Giving

Rich has a passion for helping others and goes to great lengths to educate his clients on the benefits of building charitable giving into their financial plan.

Learn More


Connect With Rich

  • Arizona Office
  • 23131 N. Lake Pleasant Pkwy.
    Peoria, AZ 85383
  • Phone: 623-399-6180
  • All Mail:
    24654 N. Lake Pleasant Pkwy #103-415
    Peoria, AZ 85383
  • Florida Offices
  • 5237 Summerlin Commons Blvd. Ste. #447
  • Fort Myers, FL 33907
  • .
  • 1415 Panther Lane Ste. #517
    Naples, FL 34109
    Phone: 239-544-3700
    (NOTE: Jupiter location coming soon!)
  • Montana Office
  • 50242 US Hwy. 93 Ste. #7
    Polson, MT 59860
    Phone: 406-221-3606