Strategies Designed for You

You Earned It. We Help You Manage It.

You have worked very hard to earn your money and Bill believes your investment advisor should work just as hard. He believes Investment management is about service, and being available to his clients when they need him is his number one priority.

Bill offers a wide range of strategies and services to help you manage your portfolio, build a financially secure future, and make prudent fiscal decisions.

Investment Management

Bill doesn't chase the latest hot stock or fad because he believes an essential, time-tested approach to investing never goes out of style. With his Chartered Financial Consultant® and Chartered Life Underwriter® certifications, you can be comfortable that Bill not only has the practical but also professional experience to guide your financial decisions.

Individuals

We provide a full array of investment management services for individuals and families.

Institutions

We work closely with foundations and endowments to assist them with their investment needs.

An economist at heart, Bill constantly has his eye on what’s happening in the economy, and he’ll help you understand how it will impact your portfolio.

Retirement Planning at Any Stage

For most hard-working clients, retirement is the largest financial goal they’ll face. Planning will look different, depending on where you are in life.

For pre-retirees, we help define your desired retirement lifestyle, choose your target date, assess your risks, determine potential gaps in your savings strategy, and maximize your options.

For retirees, we help you manage your savings and investment options with an eye toward producing income that is sufficient to cover your living expenses and sustain your desired lifestyle in retirement.

Financial Planning

Whatever your goal, Bill is the straightforward, down-to-earth advisor who can help you pursue it. Whether you want to manage your wealth, help fund your child’s or grandchild’s education, protect what you’ve worked so hard to build, or other long-term goals, Bill can help.

Your money is personal. That’s why when it comes to your financial future, you don’t want to leave it up to a mobile app or a big, impersonal institution.

Life Insurance

Help protect what matters the most: the people you love.

The proper use of insurance can help to alleviate some of the financial pressures that arise during challenging times. Bill helps you evaluate your needs for life, disability, and other insurance solutions to provide valuable protection when it is needed most.

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Long-Term Care Insurance

Long-term care insurance helps to provide coverage for people who require care in a nursing home, home health care, or assistance with the activities of daily living.

According to the U.S. Department of Health & Human Services Administration for Community Living, the average cost of a semi-private room in a nursing home is $6,844 a month.
About one in seven people will need care for five years or more.
Someone turning 65 today has an almost 70% chance of needing some form of long-term care in their lifetime.

Business Retirement Plan Consulting

When you work with us, you’ll get personalized consulting from a retirement plan specialists who is committed to designing a plan that meets your objectives and helps your employees achieve their long-term goals. Bill realizes there is no one-size-fits-all retirement plan solution, so he tailors his support and services to fit what’s best for you and your company.

Experienced Guidance

Serving as an extension of your HR department, Bill will simplify the management of your plan.

Investment Support

We help you draft an effective investment policy statement and make sure that you offer a range of suitable products.

Fiduciary Knowledge

We follow a disciplined process that ensures your plan is operating within the latest fiduciary guidelines.

Financial Wellness

We help your employees plan for today and save for their future with a focus on financial wellness.

Let’s Talk

Come see why experience matters. Let’s start the conversation and you’ll see how we can help you pursue your financial goals.

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