Personalized Financial Planning

Personal financial planning is about protecting and prolonging your life’s work, along with the values that brought you here. After all, it’s not wealth you’ve accumulated. It’s a lifetime of contributions you’re being compensated for. It’s your achievements being recognized.

Whether you are just starting to build assets, contemplating a comfortable retirement, or creating a financial legacy, Bill Few Associates can help you build a comprehensive, personalized financial plan and investment strategy. As your partner, we plan for the long term, reacting to the winding road ahead and reaching clear milestones along the way. All so you and your loved ones can relax and enjoy the peace of mind that comes with financial achievement.

It’s our honor to serve you

Our Services

Our financial planning and investment expertise comes with a unique level of personalized service. In fact, we have established personal relationships with many of our clients, many of whom have been with us since our company was founded in 1987. Most importantly, we listen to what you want out of life—your hopes, your dreams, and your goals—not just during the initial planning process, but every step of the way. We meet with you on a regular basis to answer questions and make plan adjustments to keep you on track toward financial success.

Investment Management

Investment Management

Proactive and personalized investment portfolios with clear goals and milestones
Retirement Planning

Retirement Planning

Comprehensive planning services to help you reach the lifestyle you desire during retirement
Estate Planning

Estate Planning

Protect your family’s assets now and well into the future
Education Planning

Education Planning

Savings and investment planning to meet your needs
Insurance Planning

Insurance Planning

Life insurance and long-term care plans to protect you and your loved ones
Company Retirement Plans

Company Retirement Planning

Employee retirement plans to help small and mid–size businesses

Blog

Insights

Navigating the World of Financial Scams

As technology evolves, so do the tactics of those seeking to defraud others. From phishing emails to socially engineered attacks, scammers have a myriad of ways to line their pockets with your money. In very sophisticated ways, a scam can be launched using email, phone, and social media platforms that can elude even the hyper [...]

Ways to Become More Confident with Your Finances

Financial Focus for Women: An article series created by Bill Few Associates to help women achieve financial independence. Did you know that women were commonly discriminated against when applying for financial products like loans before the Equal Credit Opportunity Act in 1974? After this Act was passed, women were able to apply for financial products [...]

For a no-obligation consultation

Contact Us

Call Us Today
Email Us