Saving Financial Lives

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Bill worked with individual clients and their families to provide caring and knowledgeable education and financial advice. He is a Wealth Manager whose focus is on helping clients to make informed decisions about their financial affairs. He specializes in providing strategies to reduce taxes on IRA's and other retirement plans, to maximize his clients' retirement income and to ensure that they are able to transfer their wealth to their heirs with the minimum amount of taxes. He has appeared on television and has written articles for local and national periodicals.
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