These services are provided to companies, governmental agencies, and non-profit organizations.  The focus is to provide a good financial solution for consumers showing them the resources they should use to develop a financially successful life plan.

Bill has spent 40+ years in the insurance and financial information industry. He is a knowledgeable financial educator who teaches and coaches people on what it takes to be successful in their financial life.

Bill conducts exciting seminars and webinars across the country on lifestyle management to diverse audiences. He has appeared on numerous television and radio programs addressing fiscal management related topics.  You can request a webinar for your company, nonprofit organization or faith-based facility from this website, the various courses are provided in the product offering.