Bill Kelso discussed the value of hiring a financial planner in a blog post for the Sedona Red Rock News.
Bill highlighted five key benefits a financial planner can offer, including extensive knowledge of the finance space and available tools, the ability to provide a 360-degree financial evaluation, and the position to act as a trusted advisor for short- and long-term goals. He notes that while many people believe a financial planner can only help the ultra-wealthy, sitting down with a financial expert can be beneficial for people of all income levels, at any stage of life.
An experienced CFP® and CPA, Bill is involved in all aspects of client service at Pinnacle Financial Advisors, especially developing new client relationships for the firm. He specializes in tax and retirement planning, as well as esoteric income portfolio strategies, working with the Pinnacle team to create, implement, and monitor client planning strategies.