For over thirty years Bill has guided his clients toward the realization of three goals: maximizing income for their needs today, saving for their retirement, and achieving the ability to live their retirement years stress-free and most importantly…with dignity.
So how is Bill different than the multitude of other financial advisors who make similar claims? It’s simple – it’s not what he does, it’s how he does it. Bill recognizes the necessity of a comprehensive approach to financial planning, but what truly makes him stand apart is his extraordinary ability to listen to his clients and genuinely hear what they say – skills which Bill has honed over his many years of experience in the financial services industry.
The question that needs to be asked is: How does this benefit his clients? Bill understands that when one faces the daunting task of addressing their financial situation they often come to the table overwhelmed and anxious, fearful that they may not have enough money to achieve what is important to them now and in the future (for example: paying for a child’s college education, purchasing a home, taking vacations, starting a business, making charitable contributions, caring for a special needs child, and leaving a financial legacy). Bill readily understands the strong emotional element that is part of the financial planning process…and in light of that his role often includes some hand holding.
Bill’s background has laid a strong foundation for helping others create their financial futures. He began his working career as an architect, learning the principals of building sound structures. He then moved into a different kind of “building”, concentrating on creating solid financial foundations for his clients. His personal commitment to excellence is evidenced by the licensure he has earned: the Series 7, 63, and 65; the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations; and the mortgage loan originator license. Bill is a member of the Society of Financial Services Professionals, an instructor for continuing education classes for attorneys and CPAs, provides educational workshops throughout the Camden and Burlington Library system, and is a board member of the South Jersey Penn State Alumni Association.
Simply stated: Bill Greenfield’s passion is to help his clients maximize income for today’s needs and tomorrow’s retirement through extraordinary personal attention and caring, creating long lasting inter-generational relationships…ultimately resulting in financial independence for his clients. He likes to say he moves his clients from financial apprehension to financial comprehension.
Preserving, Protecting, and Perpetuating Your Assets
So That You May Live the Life You Desire and Assist the Dreams of Those You Love