Richard Goldberg, based in Scottsdale, Arizona, represents the southwest region of OWRS. He provides life, health, disability, and long term care insurance products as a part of his clients’ overall asset and protection portfolios. Richard also specializes in coordinating estate planning portfolios for his clients. He provides insurance-based consulting services to closely-held companies, professionals, and executives with strategic specialties in quantitative retirement planning, business exit, and succession planning.
Richard has been active in the Arizona Independent Insurance Agents Association for the past 13 years. He delivers thoughtful solutions to his clients whether they are thriving, have a long term care need, or to their families when they pass away. One of the many benefits of working with Richard is his ability to provide clear and concise explanations of insurance products.