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Independent & Objective

Client Centered

Objectivity is worth so much in wealth management. You need an advisor who values independence as much as you do.

Bill created his own financial planning firm to provide women with exemplary financial care and access to an open network of resources in retirement, estate and transition planning. He loves helping his clients plan to improve their portfolios and take steps to minimize risks.

While some investment professionals seek merely to sell investment products, Bill gives you well-designed choices. He integrates them into a plan specifically tailored for you.

This integration positions you to pursue your objectives - the goals you have set in regards to wealth accumulation, tax reduction, risk management and retirement planning. This big-picture view, complete with a retirement date and timeline, proves useful as your life and career proceed.

Determining your course

Whether you are self-employed, own a business, or have simply received sizable assets through life circumstances, it's good to feel in charge of your investments. As a result of conversation and planning with Bill, you can gain a strong financial direction for the future.

The clarity is worth so much: you understand what your investments are trying to do, and you see what your money can potentially accomplish.