Bill Simpson, Cfp® Email & Phone Number

Senior Wealth Advisor at EP Wealth a fee-only independent financial planning firm providing comprehensive planning and investment management services to individuals and families. The firm does not accept commissions or payments of any kind from fund companies or brokers. Therefore we don’t try to sell our clients insurance or investment products because they pay a higher commission or are part of a sales contest. We are compensated only by our clients, eliminating the conflicts of interest that pervade the industry. Our goal is to provide clients with experienced objective advice without any hidden agenda; the client's best interests are our first priority.The firm provides customized comprehensive financial planning services examining all aspects of the client's financial life. We can analyze and provide solutions concerning the following issues: investment analysis and management, retirement planning, education funding, estate planning, income tax planning, insurance needs analysis, cash flow budgeting and planning.Specialties: Comprehensive financial planning, investment management, retirement planning, education planning, estate planning, insurance and risk management, income tax planning, and budgeting.

Listed skills include Retirement Planning, Financial Planners, Investment Management, Financial Goals, and 1 others.