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Webinar: Claiming Social Security: Strategies for Approaching Retirement

Meet Bill Hickerson, CFP®

 

(630) 955‑3400

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About Bill

Bill works closely with people to help them achieve their financial goals. As a financial adviser, he guides clients toward making proper decisions on all aspects of their financial lives. He provides comprehensive wealth management services such as retirement and tax planning, investment portfolio strategies and 401(k) advice. He is a CERTIFIED FINANCIAL PLANNER™.

Bill has been a part of Advance Capital since 1999. Previously, he was employed at Bank One, First Bank and Piper Jaffray  as an investment adviser.

He is a graduate of the University of Minnesota with a BA in Economics.

Connect with Bill on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • CFP® (CERTIFIED FINANCIAL PLANNER™)
  • BA in Economics from the University of Minnesota

ADVISER Q+A

What influenced your decision to join Advance Capital?

How would you describe Advance Capital’s culture?

Describe the importance of client education in your process.

Where do good solutions come from?

What do you think is important about giving back to your community – both at the firm and for you personally?

FUN FACT!

Bill is skilled at juggling many things at once. Literally. He learned to juggle after a challenge from his 8th grade math teacher and has kept it up ever since.