FINESTPLAN LC was created to fill the needs of successful professionals, business owners and retirees for the finest and most comprehensive retirement and estate planning.
Bill holds the Series 7, 63 and 24 securities registrations through Purshe Kaplan Sterling Investments and a State of Florida 220 insurance license that covers life, health, property, casualty insurance, and variable annuities. He spent six years with North American Investment Corp., presenting financial planning seminars and working in IPOs, private placements and venture capital. He managed several personal line insurance businesses and became an independent representative and agent serving the needs of business owners and individuals in Florida. Finestplan LLC is a separate entity from the Securities America companies.