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The Safe Retirement Money Guy’s Podcast 1

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....more
saferetirementmoneyguy

All Episodes (19)
From new to old
From new to old From old to new

  1. 3. Guessing Game Ep 17

    Jan 31,2024 10:18
  2. 4. Domino Theory Ep 16

    Jan 19,2024 10:23
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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.

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