William Fussell

About

Using our exclusive Confident Retirement approach and my experience providing ongoing financial advice, I help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. I want my clients to understand all their options to help them be free to live life brilliantly ” today and in the future. Comments are not verified, may not be accurate and are not representative of the experiences of the advisor's clients.