Bill Davis has been a financial advisor for more than 20 years, and integrated his practice with Hilltop Wealth Solutions in 2009. Bill believes that clients’ success should be measured not just by their financial wellbeing, but by how confident they feel about their future. His mission is to help clients reach their financial goals through a personal relationship, the extensive experience of the firm, and attentive service. He works with clients on investment strategies, retirement planning, educational funding, estate planning, and tax strategies.
Bill is dedicated to providing advice that is realistic and actionable, and to coordinating with the client’s legal and tax team to maximize financial outcomes. He serves as a conduit to ensure that clients understand the implications of how they utilize their financial resources, while protecting their invested assets so that they can achieve their individual goals.
Bill holds a BA in psychology from Lake Forest College. He is a member of the South Bend Regional, Peru and Bremen Chambers of Commerce and the Lions Club, and serves on the Board of the Community Hospital of Bremen.
Want to learn more about Bill? Check out his short bio video below!
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