The Safe Retirement Money Guy’s Podcast
Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank. Bill and his wife Charlotte have been married 41 years and have four adult children and three grandchildren. Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate. Bill has been helping clients manage their financial lives since 1988. Bill spent 13 years in banking as a Trust Officer in Florida and Michigan, 5 years as a broker with Smith Barney in Troy, MI and has owned his own firm since 2004, located in Almont, MI which is 40 miles north of Detroit. At the end of 2014 Bill exited the securities side of his practice to offer only “Safe Money” programs for his clients. While offering “At Risk” investments such as mutual funds, ETFs and individually managed portfolios of stocks and bonds as a licensed securities advisor, and now as a “Safe Money” professional exclusively, Bill has always put his clients’ interests first. While securities licensed, Bill maintained a perfectly clean record with FINRA, which you can check for yourself by going to FINRA Broker Check.
Thursday Nov 30, 2023
Thursday Nov 23, 2023
Thursday Nov 09, 2023
Thursday Nov 02, 2023
Thursday Oct 26, 2023
Wednesday Oct 11, 2023
Over the years Bill has been or still is involved in several non-profits as a volunteer. These organizations include The Salvation Army Adult Rehabilitation Center in Detroit as an Advisory Council Member, Four County Community Foundation in Almont, MI as a Trustee with service on the Investment Committee and the Grant Committee, and Bill’s Church where he serves as an usher and volunteers for other duties as needed. Bill also serves as a Men’s Core Group Leader for Community Bible Study, an international, non-denominational in depth Bible Study organization.
Bill enjoys studying the living word of God, evangelizing for his Lord and Savior Jesus Christ, fishing, hunting and riding his bike. In the past, Bill was very active as a licensed private pilot and scuba diver.