Bill helps people transition from work to retirement.

There are four major issues that you need to resolve to be able to make that transition.

  • First, you need to replace your paycheck.
  • Second, we need to make sure that the income will grow over time.
  • Third, you need to make sure that you replace any important insurance coverage that you leave behind at your company.
  • Fourth, we need to develop an estate plan that will make sure that your assets are available to you and your spouse to live comfortably while still set to transfer to your heirs when you pass away.


To help clients with this important phase of their lives, Bill completed the Retirement Income Planning Certification from The Wharton School at the University of Pennsylvania.