Verified recordFinancial Services

Bill Hedgpeth

Financial Advisor at Strategic Planning Group

Based in Charlotte, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Charlotte

Industry

Financial Services

Company size

47

Contact information

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Email

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b•••••••@strategicplanninggroup.com

Phone

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Background

About Bill Hedgpeth

When you plan well, you can live your dream. It’s important to know how every dollar is working for you in your portfolio. Efficiency of money is key in every strategy. No matter your financial goals, it all begins with a plan. You can redefine the way you experience wealth with a financial strategy that’s built for your current lifestyle, including:* Implementing and Managing Tax Strategies for Business Owners and High Net Worth Individuals * Maximizing Tax-Free Income Now and in Retirement * Putting Inactive Money to Work * Providing Valuable Liquidity for Your Estate * Receiving Predictable Returns * Utilizing a Safe, Predictable Savings Vehicle A secure financial future doesn’t just happen. It requires thinking ahead, identifying your needs and goals, and developing a plan to achieve them. Once you have your plan in place, it’s just as important to monitor it regularly and adjust as your life changes and circumstances evolve. At Strategic Planning Group, we strive to help clients prepare for tomorrow while fully living today. We strive to be a resource to our community by helping to increase wealth, developing multi-generational legacy planning, developing increased charitable giving, and financial planning strategies by advocating for clients, and those they care most about. We view our clients as precious gems with unique facets that need individualized, clear-cut solutions. Everyone is unique, and there is no one-size solution that fits all. For that reason, we view each person individually to come up with the right solutions for you. We look forward to helping you navigate one of the biggest pieces of your puzzle in life! If you would like to explore your insurance options, then let’s chat. Whether or not we partner, I am confident that our call will be full of insights and actionable steps to help you achieve your goals. Contact Info: bill@strategicplanninggroup.com | 864-414-4145 or 704-362-6786

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