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.

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Insights

Mutual Funds and ETFs: Simple Means of Diversification

Mutual funds and exchange-traded funds (ETFs) are among the most common financial instruments for investors seeking diversification. Many investors are familiar with mutual funds through their 401(k) plans and other retirement accounts, which typically offer a selection of such funds as investment options. However, fewer know about the benefits offered by their ETF cousins, which [...]

Assessing Your 2024 Financial Goals

As we head into the new year, it’s an opportune time to reflect on your financial journey this past year and set the stage for a prosperous 2024. A financial checkup is a crucial step in ensuring that your financial planning goals align with your current situation and future aspirations. At Bill Few Associates, our [...]

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