Welcome To...
About Us |
Bill is a Certified Financial Fiduciary committed to the highest standards of honesty, fairness, integrity, and professionalism.
Since 1988, Bill has helped individuals and families plan for a secure retirement and make confident investment decisions. His extensive career includes 13 years as a Bank Trust Officer, five years as a broker with a major Wall Street firm, and ownership of his own advisory practice since 2004. Bill specializes in retirement income planning, tax mitigation strategies, including Roth conversions, and helping clients grow and protect their retirement savings through safe money strategies designed to reduce market risk. Bill is also the author of the national bestselling book, Stewarding Your Retirement. In it, he combines decades of financial advisory experience with biblical principles that encourage readers to be faithful stewards of the financial blessings God has entrusted to them. The book is available free of charge. Serving others has always been an important part of Bill's life. Over the years, he has volunteered with organizations such as the Salvation Army, where he served as an Advisory Council Member, and the Four County Community Foundation, where he served as a Trustee on both the grant and investment committees. Within his church, Bill serves as a director, elder, and altar prayer worker. He also volunteers with the Billy Graham Evangelistic Association, sharing the message of Jesus Christ and helping others grow in their faith. One of the most rewarding aspects of Bill's work is seeing clients enjoy the retirement they spent years preparing for. Many of those relationships have now spanned generations, allowing Bill to help the adult children of longtime clients pursue their own financial goals and retirement plans. While Bill is passionate about helping people achieve financial security, his greatest mission is to share the Gospel and encourage others to develop a personal relationship with his Lord and Savior, Jesus Christ. Outside of work and ministry, Bill enjoys spending time with his children and grandchildren, traveling with his wife Charlotte, fishing, hunting, and cycling. A native Floridian, he has also enjoyed scuba diving and flying as a licensed private pilot. 
Proud to be featured on SafeMoney.com, a nationally recognized financial education platform.
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Bill's Grandkids. The Lord's Blessings are the Best!
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Bill had the opportunity to meet with Glenn Beck recently at his Mercury Studios in Irving, TX. Glenn is a great Patriot!Listen to Glenn Beck promote Bill and his firm for all your retirement planning and investment needs, here
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The American College For Financial Services has been educating financial professionals for almost 100 years and provides professional designations like the Certified Financial Professional CFP and the Chartered Financial Consultant ChFC. Now The American College is offering education courses so consumers can have successful retirements.
FILL OUT THE FORMS BELOW TO ACCESS FREE EDUCATIONAL COURSES
Once you open the course page, please scroll down to the registration section and enter your information. Signing up is free!
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
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Bill previously hosted his Radio Show, Retirement Advantage Radio for several years. Listen to recordings of previous episodes by clicking on the Podcast Tab
FM 92.7 The Answer
1400AM, WDTK |
FM 101.5 Faith Talk
AM1500 |
To listen to past radio shows, please click on the Podcast tab at the top of this page
We Love To Meet New People!
