Bill Robertson: Planning for Your Financial Future
After 15 years of working for others, both at a large investment firm and as the president of a boutique firm in Indianapolis, Bill Robertson decided that the best way to serve his clients was to step out on his own. In June of last year, Bill opened his own Ameriprise Financial Services office on Main Street in Greenwood. When asked why he chose Ameriprise Bill stated, “Ameriprise has a history of being conservative and looking out for the well being of clients. They didn’t take a taxpayer bailout.”
He also likes the services he is able to provide as an Ameriprise Financial Planner. Bill looks at a person’s entire financial plan instead of just selling investments. Ameriprise provides him access to more financial options and plans than other financial firms do. That flexibility allows him to help a variety of clients. Recently he helped a widow with children restructure her investments and finances to provide enough income to cover her expenses. The next step is helping her plan for the future to protect her family if something happens to her.
Bill believes that financial planning is not just about retirement but also being ready for unexpected major problems such as death or disability. There is a difference between saving and investing and having a financial plan. Bill focuses on creating a plan and developing strategies to meet the client’s goals that can include working with a client’s CPA and attorney for tax planning purposes. It is also important to meet periodically to review, adjust, or shore up a plan.
Bill believes he has a blessed life, and he enjoys helping people and giving back to his community. He is involved in a number of events and charities. He is a supporter of Cayman’s 3 on 3, an annual basketball tournament started by Center Grove High School Junior Cayman Jarvis. Jarvis started the event in 2005 to raise funds to help a friend with cancer and has raised $100,000 since then. Bill is involved with Champ Camp and the Horizon House a multi-service day center for the homeless. Ameriprise supports Feeding America, which benefits Horizon House and Gleaners providing synergy between Bill’s efforts and Ameriprise.
Bill says that doing his job provides peace of mind to his clients. By designing the correct plan, they feel confident they will achieve their financial goals. He adds, “I care about my clients. I realize anyone can say that, but do they really?” How do you know your advisor cares? Do they “sell” you something and stay in touch? Do they pay attention to your situation and know when things change? Bill has some tips for when you might want to consider changing financial advisors. Simple things such as a change in jobs or family situation, getting all your 401K accounts in one place, or if your current advisor changes firms are just a few reasons to seek a new financial advisor to protect and secure your future. cg
- 616 North Madison
- Greenwood, IN 46142
- Phone: 317.660.2454
- Website: http://www.ameripriseadvisors.com/william.d.robertson