William Borders Email & Phone Number

Bowling Green, Ky, Us

Bowling Green, Kentucky, United States

Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment adviser. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

Bill has 30 years in the financial service industry. He joined Landmark Financial Advisors in 2001 because he felt there was a real need in the investment community for "good, sound independent financial advice." Coming from a large family with six siblings, Bill understands the need to communicate clearly and plan. Bill enjoys working with families, helping them realize the financial dreams. Together with his partners, he helps his clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving. Landmark Financial Advisors now serves 250 clients who have entrusted Bill and his partners with more that $250 million in assets. He uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments. Successful individuals and families work with Bill to:-Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.-Make smarter decisions in today's uncertain political, economic and social environment-Obtain an independent second opinion from a top financial advisor in their communityBeginning his career as a Commercial Lender for a regional bank, he later transitioned over to Morgan Keegan As Vice President and Branch Manager.. Bill feels strongly about giving back to his community. He is currently a Director and member of the Executive Committee for the Bowling Green Chamber of Commerce. He has also served on the Parish Council and Finance Committee member of Holy Spirit Catholic Church. He is a graduate of Leadership Bowling Green and a past member of the Bowling Green Boy and Girls Club Board.

Cfp, College For Financial Planning

Education record