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Cratty Bill Cfp

Hingham, Massachusetts, United States

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General Info:

The advisor listed is an Ameriprise financial advisor in Hingham. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I proactively serve my clients and their families by providing comprehensive financial planning and support with goals focused financial advice. When I say comprehensive I mean I cover all six areas of financial planning (Financial Position, RiskManagement, Investments, Tax Planning, Retirement Planning, and Estate Planning),including my specialty, which is helping clients convert their portfolio into retirement income, which is critical to a successful retirement plan. My process begins with a discovery interview, where we discuss your values, goals and current situation. If we agree to work together we gather the data necessary for me to prepare your plan. Once your plan has been prepared we have a conference call to discuss the conclusions of the plan at a high level, and then have a face to face meeting where I present the plan to you. The plan contains specific actionable recommendations which I then assist you in implementing. The most important part of this process is the implementation of prudent advice focused on your specific needs, and having a professional assist you throughout the process. Once your initial plan is implemented we will then design an update process that provides for maintaining your plan and helping you deal with changing circumstances (since, as we all know, life does notalways proceed as planned).

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