Bill - CPFA® CIMA® Retirement & Tax Planning

My team and I specialize in both personal and business Wealth Management, Tax and Retirement Planning. Bill Waters and team have been recognized as Forbes Best in State Wealth Advisors. Bill also holds his Certified Investment Management Analyst designation that he achieved after attending the Wharton Business School, is also a Certified Plan Fiduciary Advisor and works as a Fiduciary for all clients. Bill attended the University of South Florida and earned an undergraduate degree in Finance as well as Master's in Business. We are part of Raymond James Financial, but service our own private clients exclusively. We can help with retirement planning, financial planning, insurance, money management, tax strategy, annuities, retirement, iras, 401ks, business planning and other wealth management items. We service clients all over the country but are based in St. Pete/Tampa Bay. We offer meetings over Conference Call, Zoom Virtual, and in person at multiple locations. We specialize in helping clients LOWER costs/fees, increase diversification and reduce risk! We offer free financial evaluations and current investment portfolio overviews and strategy planning.