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Bill Manolopoulos, CFP®

A Relationship Built on Trust

With over 30 years of experience, I treat every client like family. Financial planning isn’t just numbers. It’s about your life and peace of mind.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.
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Keep More of What You Earn

Minimize your tax burden and maximize your long-term savings. Proactive tax planning today leads to more freedom tomorrow.

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Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.
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Building Wealth. Building Community.

Your financial success shouldn’t just benefit you, it should help strengthen the community around you. Let’s build financial strength. One person, one family, one neighborhood at a time.

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1

Consultants

24

Years of experience

1

Local Offices

I Stay Focused on Market Trends, so You Don't Have To

Manage Your Money with Confidence

Manage Your Money with Confidence

Your financial plan is dependent on your goals, your timeline and your tolerance for risk. Use the linked Financial Calculators to better understand the components of a comprehensive financial plan.

What I Bring to the Table

What I Bring to the Table

I work with my clients aiming to build their wealth, protect their families and preserve their assets. My service is personalized to focus on your needs, wants, and long-term goals.


What I Offer

By understanding your dreams goals and tolerance for risk, we will utilize the many aspects of financial planning to address your personal situation.

Income Strategies

Retirement Planning

Family Protection

Education Planning and
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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First Year of Retirement: What to Expect

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.
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Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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Here's How I Can Help

Schedule a Meeting

Extending The Relationship

My practice grows thanks to clients like you. If you know someone who could use my help, I'd be grateful for an introduction.