Bil Sadler
Wealth Manager at Lpl Financial
Based in Santa Rosa Beach, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Santa Rosa Beach
Industry
Financial Services
Company size
14K
Contact information
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b•••••••@••••••.com
Phone
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Background
About Bil Sadler
Since I've been aiming to help retirees, and those nearing retirement, preserve their wealth and lower their taxes. When you enter the distribution phase of your financial life, you have new tax issues that you didn't have when you were in the accumulation phase. Therefore, tax planning is an important part of your retirement income plan. Bottom line - My goal is to help you keep more of what you spent a lifetime accumulating. Third-party posts found on this profile don't reflect the views of LPL Financial and haven't been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and advisory services offered through LPL Financial, a Registered Investment Advisory, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section
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