In financial planning, experience is invaluable. That's why clients value Bill's advice. Since 1992, he has been helping high net-worth families and individuals address their retirement and investment planning needs. His extensive training, education, and proven investment skills have earned him the designation of CERTIFIED FINANCIAL PLANNER™ practitioner from the College Board of Financial Planning.
"I enjoy thinking about the 'big picture' of my clients' financial situation," Bill says, "and providing them with specific recommendations to help them pursue their goals."
Bill takes the time and energy to get to build personal relationships with every one of his clients. "I host an annual client appreciation day where my clients and I can unwind and get to know each other in a relaxed and friendly setting," he notes. It's an approach that allows Bill to understand your needs and goals, and design a wealth management strategy specific to your unique circumstances.
"I host an annual client appreciation day where my clients and I can unwind and get to know each other in a relaxed and friendly setting."