How often will you meet with me?We give you the option to meet with us as often as you’d like. Generally, clients like to get together to discuss their portfolio(s) and progress toward their goals on an annual basis. Additionally, we encourage you to contact us before or when you go through a major life event, such as a retirement, a new job, a baby, a marriage, a divorce, loss of a spouse, before making major purchases or starting your own business. |
 
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My Attorney Made Me Include This:
Bill's blogs, articles, and economic reports are meant to provide you with general investment, financial and retirement information. They are not designed to be a definitive investment guide or to take the place of a qualified financial planner or other professional (because that would be just plain crazy). Given the risks involved in investing, there is absolutely no guarantee that the strategies or methods suggested on Bill's website will ever be profitable. If Bill could guarantee your results, he'd be passing the Grey Poupon to his wife aboard some pimped-out yacht in Tahiti by now. Here's the bottom-line: Bill does not assume liability of any kind for any losses that may be sustained as a result of applying the methods suggested and any such liability is hereby expressly disclaimed. Caveat emptor! Oh, one more thing...portions of the content on Bill's website were prepared by MarketingLibrary.net Inc.