Investment Planning Services

Investment Planning made easy!

Bill works with select money managers to develop investment strategies designed to match your goals and risk tolerance. With these in mind, Bill helps develop an appropriate asset allocation and investment plan considering the following:

  • Your current financial situation
  • Your investment goals
  • Risk tolerance
  • Investing experience
  • Time horizon
  • Favorable tax rates on Dividends and long-term capital gains
  • Potential asset appreciation
  • Tax efficiency

Accountant