William Prewitt (CFP®, MS)
William Prewitt focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Medical Professionals
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Medical Professionals
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
Planning Specialties
DISCOVER HOW SIMPLE YOUR FINANCIAL LIFE CAN BE
Typically, we’ll identify strategies within these core areas:
- Life Values and Goals
- Cash Flow Planning
- Retirement Income Planning
- Risk Management and Asset Protection
- Asset Allocation Strategies reflecting your goals
- Investment Review and Planning
- Divorce Planning
- Education Planning
- Tax Planning
- Estate Tax Planning
Additional Information
Our Values
· Fiduciary: act in your best interests all the time.
· Fee-Only: transparent compensation that minimizes conflicts of interest.
· Comprehensive: a bird's eye view that matches your money to today’s goals.
· Disciplined: we make trades for you even when markets make it uncomfortable.
· Network: a skilled cadre of community professionals to help implement your plan.
NAPFA Start Date
June 01, 1985