About the Author
Hunter William Bailey, CFS
Hunter William (Bill) Bailey, Certified Funds Specialist, is Board Certified in Estate Planning and is a Registered Representative, Registered Principal, and Investment Advisory Associate, and the author of The Aspiring Millionaire and Wealth Strategies: Investing for Your Retirement. He is a former All American Gymnast, a graduate of American River JC and California State University at Sacramento, and a former Reserve Peace Officer.
Since 1980 Bill has provided Retirement Investment services to investors with the intention of matching clients’ needs, suitability, and risk tolerance to an appropriate balanced investment portfolio. The author of two financial planning & investment books, lecture guest, and host of countless live financial radio shows, Bill specializes in working with soon-to-retire and fully retired investors interesting managing their retirement assets on a one-to-one independent basis.
Bill serves individuals and businesses in all areas of financial management, including:
- Retirement planning
- Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
- Tax management
- Making sure you don’t pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
- Estate planning
- Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
- Risk management
- Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
- Education funding
- Recommending investment and accumulation strategies to help you pay for your children’s education.
- Investment Planning
- Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
- Employee and executive benefits
- Helping your business attract and retain qualified employees through benefit packages.