Richard has over 15 years’ experience as an income and wealth preservation planner, specifically focusing on tax incentives & tax deferral strategies. Having been a business owner himself, Richard has unique insight on business planning. His passion is to assist clients in implementing insurance and financial strategies for long-term financial protection/growth. With a background in business, accounting, economics, law and insurance, he enjoys working with professionals, business owners and those planning for retirement. Richard’s guiding principle in life, “Service is the rent we pay for our room on Earth.”
-Life Insurance Planning
-Disability Income Planning
-Tax Favored Strategies
-Business Insurance Planning
-Long-Term Care Insurance Planning
-Brigham Young University
-University of Washington
-William and Mary – Marshall – Wythe School of Law
-University of Utah – S.J. Quinney College of Law
Hobbies & Service
Richard enjoys reading, golf, tennis, basketball and genealogical research, having connected over 10,000 names in his family tree. As a young man, Richard served a two year mission for his church and remains active today in church & community volunteer activities.
Richard and his wife Jan enjoy their large family of 7 children, along with 25 grandchildren.
*Tax and/or legal advice is not offered by Richard H. Bishop. (Consult your tax professional for additional guidance regarding tax-related matters.)
Richard is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.