Getting started means getting together.

Bill is focused on building a lasting working relationship with each client that considers their business ventures, personal wealth considerations, and goals for the future. For businesses these services can easily be arranged to compliment and support existing management. It all begins with a 30-minute free and friendly conversation to identify your needs:

To set up your free consultation with Bill:

  • Go to the Contact Tab and send an email with some basic information.
  • You will be contacted within 48 hours (allowing for weekends and holidays)
  • An appointment will be arranged to meet Bill (either in-person or telephonically).