Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bill offers 360* financial planning, with a focus on protected income streams and tax minimization.  Having been a financial professional since 1993 has given Bill a unique perspective on various economic climates, and which strategies work well in each setting.  Bill helps his clients prepare tailored income and cash flow solutions designed to last throughout retirement, and is a best-selling author of “The 7.0% Solution”.  Besides being a licensed tax professional, Bill is also a Certified Financial Fiduciary® (CFF) , RICP®  (Retirement Income Certified Professional), Certified Senior Advisor (CSA)®, and CSFP (Chartered Senior Financial Planner).  Bill is a Qualifying Life Member of the Million Dollar Round Table financial services organization, representing 2% of financial professionals worldwide. Bill is a graduate of the US Military Academy at West Point, and a Gulf War Veteran.  Bill and his wife Sheri have been married 29 years.  They are the founding directors of the Lifeway Center Inc, an area community organization that gives away over $1.2 Million of assistance annually to local residents in need via the Shepherd's Nook Food Pantry and Project Win Cancer Support Group, which they also help manage.