WH Financial Services, Inc.
About
Bill primarily works with pre-retirees and small business owners – helping them grow, protect and distribute their financial assets. Bill has conducted numerous public educational seminars and lectures at retirement centers, businesses, and other venues along the Treasure Coast area. Topics include creating guaranteed income for life, long-term care planning, how to retire tax free and how to avoid all the traditional investing myths that plague the industry. Bill has enjoyed working as a financial advisor for over 15 years.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
http://whfinancial.net/wp-content/uploads/2017/06/WHF-Wealth-Coaching-Sheet.pdf
What education and/or training do you have that relates to your work?
Chartered Financial Consultant (ChFC) is the "Advanced Financial Planning" designation awarded by The American College of Financial Services.[1] Charter holders use the designation ChFC on their resumes and are qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.