From Joanne M...
I have been working with Bill as my financial advisor since 2009. When we started I had no idea how to invest money, if or when I would ever be able to retire or how to plan to financially live within my means to secure an independent future. Over the ensuing years Bill has taught me so much. Aside from the fact that I know he takes the most thoughtful care of my money possible, he has always made himself available to talk when life has required me to adjust my plan. He always talks me through any anxieties I am having about unexpected expenses by recalculating my plan with the new information to show me exactly where I stand financially. It has been invaluable to me! I am so fortunate to have found him both as an advisor and as a friend who listens carefully to my concerns and gives me such good advice. I hope we have many years ahead of working together because I don't know what I would do without him.
The statement was provided 1/21/23 by Joanne M. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
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At Pacific Crest Wealth Planning, we provide the insight and direction to help you build a comprehensive retirement plan that is focused on fulfilling your individual needs and financial goals. We offer access to a full range of financial and retirement services, standing as a valuable resource especially for those individuals who understand the importance of actively planning for their nonworking years.