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

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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