Hello, and Welcome to our Website!

If you are looking for guidance on managing assets for a secure retirement...then, you've come to the right place.  Since 1981, I've guided client financial plans from one generation to the next.

Stewardship over your money involves a holistic view encompassing both Risk Management AND Investment Management towards achieving your goals.  Experience counts...and I've been aiding clients in navigating the changes in their needs, and in the economy for more than 32 years.

Check out my Real Wealth Weekly resource page link (radio microphone icon) below, for podcasts posted weekly, and our Learning Center for iMoney, E-Seminars, Calculators, Articles and more.

If you believe that I might be of service to you, then call.  Consider putting my resources to work for you, to help you manage your financial statement according to your goals.

Bill Stafford, CFP®, CLU, ChFC, MSFS, CFS, CAS