Financial Planning

Bill was one of the first 400 CPAs in the country to earn the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). The PFS designation is awarded to CPAs who have special professional education, recognized financial planning experience and have demonstrated competence through passing a comprehensive financial planning examination.

Bill will put his vast financial expertise to work for you and can advise you regarding the following:

  • Education planning
  • Retirement planning
  • Preserving retirement funds
  • Social Security planning
  • Estate planning
  • Life insurance
  • Asset Allocation planning
  • Tax efficiency planning