Pacesetter Planning
“We have been working with Bill and Pacesetter Planning since its beginnings. We trust Bill wholeheartedly and he has been with us through major life milestones. From paying off student loans, saving for our wedding, saving for and purchasing our house, career changes, to helping ensure our comfort in our long term savings and retirement goals, Bill has been our guide and a voice of reason and reassurance. Deciding to work with Bill and Pacesetter Planning has been one of the best decisions we have made. Bill is extremely easy to work with, very knowledgeable, always accessible to answer questions, and takes the time to explain financials in a way that is easy to understand. Bill takes his time to get to know his clients and what is important to them; he does not apply a one-size-fits-all approach to financial planning. He meets you exactly where you are, spends time getting clear on your goals, and sets a plan that is truly unique to you. Additionally, over the span of more than eight years working with Bill he has been there as more than just our Financial Advisor; he’s been a confidant, life coach, and friend. We are excited to continue working with Bill and Pacesetter Planning long into the future and would highly recommend him.”
