Since 1989, I have helped create insurance programs and investment portfolios to meet my clients' long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? I would be glad to help. If you need help wrestling with a particular financial question or need soup-to-nuts comprehensive financial planning, I can help.
I attempt to view a client's financial plan holistically, examining every aspect of the client's finances to make sure each part works in harmony with the others in an attempt to maximize wealth, minimize taxes and inefficiencies, and reduce risk. Bill holds a Bachelors degree from Boston College and a Masters (MBA) from Babson College. In addition, he earned the CFP (Certified Financial Planner ) from The CFP Board of Standards and the CLU (Chartered Life Underwriter) The American College.
Throughout my career, I've strived to put the client's needs first; to provide the best help I could and to make sure that I am keeping abreast of new rules, regulations and planning strategies so I'll be able to give clients the high level of advice and service they've come to expect of me.
I attempt to view a client's financial plan holistically, examining every aspect of the client's finances to make sure each part works in harmony with the others in an attempt to maximize wealth, minimize taxes and inefficiencies, and reduce risk. Bill holds a Bachelors degree from Boston College and a Masters (MBA) from Babson College. In addition, he earned the CFP (Certified Financial Planner ) from The CFP Board of Standards and the CLU (Chartered Life Underwriter) The American College.
Throughout my career, I've strived to put the client's needs first; to provide the best help I could and to make sure that I am keeping abreast of new rules, regulations and planning strategies so I'll be able to give clients the high level of advice and service they've come to expect of me.
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