Bill has undertaken extensive education in financial planning and investments, culminating with his achieving the CFP certification in 2012 and then his ChFEBCSM in 2019. Bill is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and has been serving clients' investment, insurance, and financial planning needs since 1995. He focuses on helping high net worth individuals and families with comprehensive investment, insurance and estate planning strategies. Additionally, he has over 20 years' experience in working with civil service and government contract employees to plan for both before and during retirement.
Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 757-782-2073

Services/Products
Education Funding Estate Planning Financial Planning Investment Planning Retirement Planning Risk Management
Location
McCale Professional Park
Categories
Financial Planners, Financial Planning Consultants
Provided by