Bill Demarco Email & Phone Number

Westlake, Us

Our Mission StatementWe are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.Our FirmWe are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.Our ServiceWhile developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:Tax managementInvestment managementRetirement strategies Estate conservationInsurance and annuity products✔ Let’s schedule a free consultation: → https://calendly.com/bill-demarco-1/60-minute-financial-meeting☎ (440) 249-6211

➤ WHAT WE DO:Our process of education and transparency aims to give you the best tax and financial plan possible. Each plan we put together revolves completely around you and your goals. We will utilize our tax plans as the basis for any financial recommendations that we make. ➤ HOW WE DO IT:We guide you in outlining a comprehensive and customized plan for wealth creation and retirement planning. We do it through a 4-step process that integrates your personal values and goals into an investment strategy custom-fit to you. Our process gives you a 360° view of your current and future finances. We help you:✔ Discovery: We get to know one another before any ideas are discussed or recommendations are offered. At this critical stage, expectations are shared to ensure what we do meshes with what you want and vice versa.✔ Assess: We review your current portfolio to identify what’s working and where there are opportunities to strengthen your financial position.✔ Customize: Working together, we identify specific investments that align with your values and interests.✔ Execute: We implement your custom wealth creation, tax planning, and income planning strategy. We identify key milestones that will allow us to pivot or reset objectives as needed.➤ WHAT MAKES US DIFFERENT:We provide a proven process that uses a team of tax planners, CPAs, investment advisor representatives, attorneys, and insurance professionals all working together on your behalf.✔ Let’s schedule a free consultation: → https://calendly.com/bill-demarco-1/60-minute-financial-meeting✉ bill@formywealthmanagement.com ☎ (440) 249-6211

Columbia Station, Ohio, Us

Embroidery, Screen Printing Apparel and Promotional Products.

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Des Moines, Iowa, Us

Was an Investment Adviser Representative with Principal Financial Group.

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Awarded progressively responsible leadership roles throughout thirty-year career with this national wholesale distributor of photographic presentation products.• Promoted through Receiving Manager, Sales/Customer Service Representative, Sales/Customer Service Manager, Assistant General Manager and General Manager• Key leadership contributor to company’s growth from $1MM to $30MM+ annual sales revenues (grew from 12 to 170 employees across six locations nationwide): collaborate with President/CEO, VP/COO in strategic planning, forecasting, marketing and sales initiatives• As General Manager, in a 60,0000 sq ft distribution center (10,000 SKU’s), hold full responsibility for driving sales, quality and productivity initiatives in customer service/sales, inventory & purchasing, call center, shipping & packing, light manufacturing, and packaging • Leadership style is to recruit quality talent, clearly communicate expectations, provide tools and training to deliver, mentor to enhance performance & motivate, foster a positive team-player culture, and hold accountable for delivery • Fiscal management accountability for annual budget• Proactive in identifying, developing and rolling out streamlined processes and programs to improve efficiency while decreasing costs• Negotiate win-win contracts with vendors including multimillion dollar annual contracts with a primary carrier and vendors/suppliers• Appointed member of leadership team responsible for identifying new facility site, designing / laying out space, researching and negotiating capital equipment purchases, and coordinating logistics of move while minimizing disruption of service to clients• Invested $150K+ in new automated systems, reduced labor by 25% in move process, and gained buy-in and cooperation from remaining team members to new systems• Proactive in establishing and nurturing positive customer relationships• Coordinate and manage participation in national trade shows

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Awarded progressively responsible leadership roles throughout thirty-year career with this national wholesale distributor of photographic presentation products.

Business Leadership And Marketing

Business Management & Finance

Business Administration