William (Bill) Green, CFP, FMA, CFDS, CIM
Are you underinsured? Are you over-insured? How will you or your family be able to pay your bills if something happens to your income? Do you have the right insurance in place? Are you paying to much for the coverage that you have? Is the coverage that you have what you need? How are your investments really doing? Are your investments really suited for you? Are your investments safe? Are your investments protected from creditors? Are you protected from another downturn in the markets? These are just a few of the questions that Bill Green can help you answer.
Bill offers easy to understand second opinions, along with personalized Insurance solutions, including, Life, Disability, Long Term Care, and Critical Illness for both individuals and business owners. Bill offers insured and guaranteed investments along with tax effective income solutions. He specializes in wealth preservation, tax minimization and “The Success Tax Shuffle” His book "The Success Tax Shuffle" is now available for purchase.
Bill provides independent financial planning and investment advice. Bill can also help you with asset management and charges a fee based on assets. For asset management, Bill hires private money managers for accounts in access of $1MM. (Note: Bill has a limit of 50 Investment Families) His fee for service rates
Bill is a Certified Financial Planner (CFP®), Financial Management Advisor(FMA), and a Chartered Financial Divorce Specialist (CFDS). He holds his Chartered Investment Manager (CIM®) designation, and he is a member of the Nazrudin Project, an international advisory think-tank. Bill has over 29 years’ experience in the financial services industry and has worked with both small and large firms and with a large Canadian bank brokerage as well as with their retail banking division.
Like his website Bill believes in the KISS principle and he provides simple easy to understand plain English solutions and advice. For a free review of your insurance or investment needs, please feel free to contact him at any time.
For a more detailed description of SERVICES offered click here
Bill also works with other investment advisors and financial planners with office systems, staff optimization, and CRM (customization of Goldmine and Maximizer). He creates customized excel reporting and presentation templates. He also prepares written financial plans for clients of advisors, where the advisor prefers to have an unbiased third party create financial plans for their clients.