Rick Randall is an innovative leader in the Wealth Reception Planning™ movement. He develops and teaches concepts, tools and systems designed to help client families and professional advisors create, appreciate and enjoy true wealth (both financial and non-financial), and to assure true wealth is efficiently transferred and effectively received.
Rick is the developer of The LifeSpan Planning Process™, The Three Step Strategy Planning Process™, The Three Step Strategy Practice Evolver Model™, and The Wealth Reception Planning Process™. His firm is widely known for helping clients create “plans that work” through personalized counselling, a formal updating program, and proactive settlement training.
A founding member of the National Network of Estate Planning Attorneys, Rick served as its first education director, later as its executive director, and now serves as its chairman and ceo.
Rick actively practices law in Indianapolis, Indiana, where Randall Law Offices serves over 300 client families. His area of technical expertise is retirement and estate planning integration. Rick has attained the Certified Financial Planner® (CFP), a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He is also a Certified Wealth Mentor®.
Rick has a passion for legacy planning, the non-financial component of true wealth. He is an ambassador for The Ultimate Gift Experience, a fellow of the Legacy Builder Institute and a certified legacy planner.
Rick earned his BS in marketing from the Business School at Indiana University and his JD from the IU School of Law at Indianapolis. He and his wife Jackie have three children Mike, Lexie, and Matt and live in Indianapolis.