About Bill
Bill specializes in retirement planning and 401(k) rollovers. He will explain the tax effects of distributions from your retirement plans, determine income tax implications and calculate required minimum distributions.
He takes into consideration each client’s investment objective and risk acceptance before making recommendations. He utilizes MoneyguidePro™, interactive financial planning software to map out a client’s financial future. He holds a Series 7 and 63 securities registration through LPL Financial and life/health licenses in the State of Wisconsin.
Education
Bill is a CERTIFIED FINANCIAL PLANNER™ professional. He is a 1987 graduate of Arizona State University with a B.S. in Finance and received his M.B.A. from the University of Wisconsin-Oshkosh.
Background
Bill has been in the investment services industry for 29 years. He joined Landmark Investment Center in 2000. Bill offers advice and guidance from a long-term planning perspective and places a financial focus on retirement planning, income replacement planning, education planning and estate planning.
Area Served
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Germantown
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