At an early age, I developed an interest in reading maps. Maps can tell you a lot about where you are going, how you are going to get there and what you may see along the way. They are a vital tool for navigating your way through unfamiliar territory. Your personal finances can also feel like unfamiliar territory and it is helpful to have someone at your side to help navigate you through the opportunities and challenges you meet along the way.
Investments, taxes and estate planning are all areas that I feel confident I can help you with as you pursue your personal financial planning goals. There is no charge for an initial consultation with me. Let's get to know each other first, discuss your goals, risk tolerances, etc.
Investments, taxes and estate planning are all areas that I feel confident I can help you with as you pursue your personal financial planning goals. There is no charge for an initial consultation with me. Let's get to know each other first, discuss your goals, risk tolerances, etc.
Services
For decades, the primary goal of having an investment portfolio has generally been to provide for the financial security of you and your family. In more recent years, a growing chorus of people want to have their nest egg serve an even greater purpose. The goal of Sustainable Investing is to have a positive impact in three particular areas - Environmental, Social and Governance (or "ESG").
Through my relationship with Avantax Advisory Services, I provide fee based investment management services. I construct client portfolios primarily through the use of "no load" mutual funds and ETFs. Funds are selected based on a variety of criteria, but measuring how they have historically performed against their peer group over longer time periods plays a large role in the selection process.
Bill is both a Certified Public Accountant, Certified Financial Planner and Certified Fund Specialist. He is qualified to help you with a variety of tax, estate, investment and financial planning services. In addition to his tax and financial advisory practices, Bill has been appointed to serve as co-trustee for a number of family trusts.
I have been a member of the Portsmouth community since 1979. I take great pride in supporting my community through a variety of efforts including serving as a board member and officer in a number of organizations over the years.
In addition, I have assisted as a volunteer in helping non-profit organizations apply for and maintain their status as a 501(c)(3) charitable organization and advise them on a number of financial, business and community matters.
In addition, I have assisted as a volunteer in helping non-profit organizations apply for and maintain their status as a 501(c)(3) charitable organization and advise them on a number of financial, business and community matters.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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