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
- 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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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.