Bill Franz

Background

About Bill Franz

Wealth is the ability to fully experience life.” – Henry David Thoreau No matter how you define wealth, I can help you, your family and your business to fully develop and implement meaningful financial strategies. As a former corporate executive who was focused on generating long-term economic value for our investors, I now bring that same passion and focus as I develop plans that builds and protects economic value for my individual and business clients. I strive to bring the science of enhanced financial outcomes to my clients through a consultative approach aimed at understanding the individual aspects of my clients’ current situations and future desires. My goal is to dispel harmful financial myths by using your fact base to educate you and your family. As an authorized user of The Living Balance Sheet®, I will use this interactive management tool to initially organize your data; run various scenarios to identify your optimal plan; and then ultimately monitor ongoing results against the agreed-upon plan. More important than the actual plan is the empowerment gained through embarking on a planning process that facilitates adjusting and adapting the plan to your changing life circumstances. Let me help you and your family get started on the road to a more confident future Specialties: Comprehensive financial plans, Retirement Distribution Plans, Tax reduction strategies, Insurance and Investment Planning, Key person plans, Business Succession Planning, Cash Flow Design and Analysis, Long Term Care Planning /COMPLIANCE:2025-1805/