Working with people for the last 20 years, I understand the importance of planning! Both my parents lived into their 90's. My Dad had lymphoma and ended up living with us in the last days of his life. My mother had Alzheimer's and had to be put into a nursing home.
It is my passion to help people with their estate, to pass it down exactly as they wish and as tax efficient as possible.
As a Certified Financial Planner, I help my clients articulate what they want most for themselves and their family, so I can help them make the best financial decisions TODAY in order to achieve their hopes and dreams in the FUTURE.
Bill has been a financial advisor and planner since 1996. His focus, and that of his team, has always been on planning first. In Bill's own words, "Only through the exercise of developing long term plans to realize personal goals and dreams am I able to truly provide the financial advise and counsel that clients are looking for." Bill has B.Math, B.Ed, CIS, CLU, CFP, CIM and CEA designations.