Family

If it’s possible to distill a man of Bill’s accomplishments and stature down to a single word, that’s the one. And we know he’d approve.

It can be fairly said that family was at the heart of every action Bill took on behalf of his clients. That was his gift to them and to those of us who carry his legacy forward. Bill understood that our clients were planning for a future not just for themselves, but for spouses, children, and grandchildren. This keen insight laid the philosophical foundation that still guides us today.

We think Bill would be proud of how we are all carrying his legacy forward. We do it with a smile, unwavering professionalism, and a belief that the financial freedom to enjoy life with family and friends is the greatest reward.