“ are internal tokens (with no value in dollars) that allow members to receive credit for help they provide to non-profits or individual Simbi members, without having to exchange talents directly.
Retirement Investing
25
25 per visit - OK - Posted Dec 15, 2017
Retirement planning advice. This includes investing for retirement, retirement income, portfolio management and estate planning. I will answer any and all questions you may have on this topic.
Training & Qualifications
I have over 30 years of experience in the financial services industry as a Registered Investment Adviser. I have worked for large brokerage firms and have been independent since 1998. I manage investment portfolios of all sizes and can help you successfully navigate today's financial jungle. I assist individuals from all walks of life with their financial goals and well being.
Reviews of William
Maria received visit of Retirement Investing from William
Dec 18, 2017
Thanks for the great information. It really gave me an insight in how to plan for my retirement.
Arianna received unit of Basic Investment Advice from William
Dec 30, 2017
I am so happy I stumbled across William’s service of “Basic Investment Advice.” He is a great communicator, very prompt and clear. He answered all of... my questions and taught me about the basics of investing/planning for retirement. Not only is William very knowledgeable, he is also really easy going, funny, and presents complex lessons in a way that is easy to understand even for beginners like me! Thank you William, you are a wonderful teacher! I highly recommend setting up a deal with William. show more
Jenna received unit of Basic Investment Advice from William
Dec 26, 2017
Very helpful and with lots of details on how to invest my money. Thank you!
