William T. Heidig
(BS, CFP®, MBA)
This advisor specializes in the following areas of expertise:
- Retirement Planning & Distribution Rules
- Advising Entrepreneurs
- Women's Financial Planning Issues
- Advising Medical Professionals
- Planning Issues for Business Owners
- Ongoing Investment Management
Planning Specialties
Clients succeed through insightful, experienced and objective planning and investment management guidance. The focus on expense reductions and net returns in all areas of finances provides an eye toward delivering enhanced value. Our unbiased insights and the minimization of risk provides tremendous value to our clients.
Additional Information
A initial telephone conversation allows us to determine the need for an introductory personal meeting would be valuable. FiscalWise meets our clients' needs by offering an experienced perspective that is objective and balanced to life and optimal financial decisions.
NAPFA Start Date
January 24, 2001
Industry Start Date
January 01, 1983