William Heidig (BS, CFP®, MBA)

William Heidig focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Our comprehensive plan efforts for client's involves analysis and recommendations in appropriate areas to include:

-  Investment Portfolio         -  Cash Flow Management     -  Income Tax Management    

-  Estate/Elder Planning      -  Risk Managment                 -  Retirement Planning 

-  Education Funding           -  Business Planning              -  Employee Benefits Planning    

-  Other Specific Client Needs   

Additional Information

At FiscalWise Financial Counsel, we provide comprehensive planning that focuses on all areas of the client's financial situation and develop a course of action to help them achieve personal goals.  A comprehensive plan includes:

-  Analyze the client's current situation

-  Define the client's goals, timelines and resources

-  Create a plan that considers all the financial aspectsof the client's objectives

-  Assist the client in implementing the recommendations

-  Periodically review and revise the plan to adjust to changes in the financial environment and the client's goals


NAPFA Start Date

January 24, 2001


This Office

516 South Avenue Media, PA 19063-4015 Phone: (610) 891-7760

Other Offices

112 Muddy Creek Church Road Denver, PA 17517 Phone: (610) 891-7760