Bill Locklin, CFP®, is a veteran of over 35 years as a financial planner, and finds that many of his clients were born around 1962 or before. Whether still working, or retired, they may come from professional, technical, education, engineering, and management backgrounds. Many are entrepreneurs.
Bill is a "safe" money specialist, and does not encourage speculation. He works with people that have money they don't want to lose or outlive. Clients seek his advice when they are concerned about their safe money options. They want their money to last as long as they do.
Bill uses strategies designed to achieve lifetime income unburdened by taxation and that limit the risk that exists with many investments. These tax saving and asset protection strategies are applicable to money held in savings accounts, CDs, 401Ks, IRAs, mutual funds, stocks, bonds, annuities, insurance, and any other type of investment or savings vehicle.
People feeling vulnerable to tax and market losses, or feeling concerned about the actions of politicians, may want to meet with Bill for a complimentary session.
Anyone who may want to learn how the wealthy utilize little-known tax codes, and how they might benefit personally from them, may find a meeting with Bill very enlightening.
LOWER TAXES mean more spendable cash, and this can allow retirees to maintain their dignity and life-style during retirement.