Bill
Robertson
Financial Advisor
Bill believes that being a valued, independent advisor allows us the freedom to partner directly with our clients. Our agenda is to serve our families and business professionals plan for a more confident financial future. Bill grew up in central Indiana. He worked full time while pursuing his degree from Indiana University at IUPUI.
Our team will partner with you to identify and prioritize your needs and dreams and then build a plan to help you manage your goals.
I provide a personalized and comprehensive approach to financial planning and specialized experience in Retirement Income Strategies and wealth transfer strategies. We also help clients Save for Education, and Retirement Planning accumulation plans. We specialize in tax efficient strategies to help you address your goals
With my 28 years of experience in the securities industry and passion for serving clients, I can help you pursue the rewarding life you've worked so hard for.