“Richard is our virtual CFO and helps with all major decisions. He is very creative and comes up with remarkable results. They helped us build our business from $500,000 to over $2 million! They are keepers!!” 

“Richard you are amazing! Thank you so much we will get what you need right away! Really do appreciate all of your hard work!”

“Dear Richard & Trisha,

We are leaving to go and close on our Dream Home- we wouldn’t have been able to realize this dream without you…

we are so grateful to you!!!”

“Richard helped save us over $60K in the first year -2011- and they continue to help us maximize our after-tax dollars. We know that they

have our backs.”

“Richard slices through issues like a knife through soft butter.  I have known Richard for 35 years and he continues to amaze me.”

The creation of the business structure has helped us tremendously. Working with Richard has created 

remarkable solutions for us. I

call him “The Money Bender.”