With over 25 years of experience, Bill is dedicated to providing clients with the finest individually tailored approach to financial and investment strategies. At the heart of Bill's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service.
Having access to an array of specialists, Bill advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, education planning, liability management, tax minimization, and asset protection with a specific emphasis on helping to achieve a lifetime retirement income stream.
Because there are many areas of financial interest to his clients, Bill takes the time necessary to listen to and educate families and business owners about their choices and assist them in making thoughtful decisions appropriate for their current needs and aspirations.
Bill also holds the designation of Chartered Retirement Planning Counselor (sm) (CRPC®).
Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.