Office Information
108 Waco St.
Hillsboro, TX 76645
Mailing address:
PO Box 737
Hillsboro, TX 76645
Office Hours:
Mon - Thu: 9:00 am-4pm
Friday: Appointment Only
About
Certified Financial Planner at First Western Securities, Wealth Management, Retirement Plan Services.
If something you thought was true about your money turned out not to be true, when would you want to find out? Bad news does not get better with age.
Bill provides people with an education regarding the truth about money. By identifying transfer of wealth that occurs unknowingly and unnecessarily, his clients feel more empowered and confident to make better decisions that impact their wealth and their family.
Bill offers his clients personalized service in order to help them attain their financial goals. Through quality and diversified retirement and wealth products and services, he will construct and implement a financial plan based his client’s individualized needs. He monitors his client’s investments and offers recommendations to make sure they are on track with their financial plan.
Bill has been in the financial services business since 1966.
Bill proudly served in the United States Marine Corps during the Vietnam Era (1958-1962), is a member of the Million Dollar Round Table, former President and current member of the Hillsboro Rotary Club, American Legion Member, a member of Christ Lutheran Church and on the Hill College Board of Regents.
He received his Business Administration and Management from University of Texas at Arlington, Associate in Arts from Hill College, and his CFP License from the College of Financial Planning.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2019 your information
Registered Representative. Securities offered through First Western Securities, member FINRA/SIPC.
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