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Specialties
I work with a wide variety of people to help create a smooth transition from the "people at work" stage of their lives to the "assets at work" stage.
This is done through succession planning, retirement income planning and estate planning. I use a five step process to help people spend intentional time thinking about and envisioning what their ideal future would look like and showing them how to get there. Knowing the process and steps up front helps people know where they are in the process and what to expect next.
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Always free for clients.
CLU, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
William T. Hinman, Jr. is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services offered solely by Equity Services, Inc. Member FINRA/SIPC, 354 Mountainvew Drive, Suite 200, Colchester, VT 05446; 802-864-6819. NPA Financial,LLC is independent of Equity Services, Inc.