We’re Fiercely Independent

We have no allegiance to any one company, product or service, beyond our belief in its ability to help you reach your goals.  Unlike other firms and financial planners which have proprietary products and incentives to recommend high cost insurance and investment products, we can literally pick and choose high-quality, low-cost, tax-efficient solutions with virtually no restrictions so we can always do what’s best for you.

We’ve Got a Sense of Humor

Bill’s creativity and quick wit can make the sometimes complicated and often mundane topic of investing and retirement fun. Whether it’s a corny joke, his hysterical stock market book, or his financial song parodies (he’s too old for American Idol), Bill will always try to leave you smiling. And that’s no joke!

We’re Fiduciaries

In short, we act in a fiduciary capacity – treating your money with the same care and prudence that we treat our own.  We are compensated exclusively by fees paid by our clients. We will routinely make recommendations and suggestions that we believe are best for you even if it means less revenue to our firm.

You’re Welcome Here

While many registered investment advisory firms are stuffy and indicate you must have a million or more in assets to even consider talking with them, we do not discriminate based upon how much money you make or have saved.  Although our typical client usually has accumulated a six or seven figure investment portfolio, we have retirement coaching, fee-only investment management, and financial planning advice and retirement consulting services available regardless of your income or net worth.  We respect your privacy and will always keep the personal and financial information you share with us confidential.

We’re Waiting For Your Call