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Bill Eggert, CFP®

Bill Eggert, CFP®

President and Founder

Cultivating wealth takes knowledge and understanding: defining your personal values, visions, and goals, exposing potential roadblocks, and uncovering hidden opportunities. If you know the "whys" behind your planning, you will gain clarity and confidence and strengthen your commitment to achieving your outcome.

Bill has been helping his clients make wise wealth decisions since 1982. He can help you too. His astute wealth care and planning will provide you with peace of mind and the freedom to pursue your interests and enrich your life.

Careful planning has provided Bill with the freedom to pursue his interests, such as family activities, golf, karate, skiing and playing his bass with his band, County Line.