William Pfadt, CFP^®, ChFC^®, CLU^®

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique—no two clients are alike. Personalized service is essential when matching clients with comprehensive and customized financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in--whether purchasing a first home, financing a child's education or planning for retirement. A plan must reflect its owner's personal or business situation and highlight those financial products that best fit it.

If you ever have questions about how your money is invested, I welcome your call. We will set up at time to review your investments and address any questions you may have. Contact me today.

William Pfadt, CFP®, ChFC®, CLU®

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William Pfadt, CFP^®, ChFC^®, CLU^®