The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
William H. Black – Your Insurance Broker William H. Black, Jr., CLU, Winter Park, FL, is the president of both W.H. Black and Company. He has been in the financial services business for more than 40 years. He is a life and qualifying member of the Million Dollar Round Table (MDRT) and a 20-time Court of the Table and Top of the Table qualifier. Having spoken nationally and internationally on the topic of qualified plans, Black is a sought-after speaker. He has been certified to teach continuing education to CPAs and insurance professionals. Additionally, he has been quoted in USA Today and has had numerous articles published in industry journals.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1 Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.