Bill Grigorieff

About Bill Grigorieff

Bill is an Independent Insurance Broker of the Wealth Planning Group and College Funding Specialists, with expertise in working with Executives and Business Owners with a focused risk management solution to protect their personal: life, business, and assets so they can live comfortably and achieve their future goals. He takes time to understanding your unique situations, goals and finding opportunities and solutions that solve multiple problems. His expertise lies in helping individuals identify their primary risks in retirement and structuring their portfolios so that it stops losing money, never runs out of money, gives a steadily increasing income stream and preserves that lump sum balance all at the same time by using his RIAS (Retirement Income Acceleration Strategy) Are you an Executive or Business owner working hard to climb up the corporate ladder, grow your business while taking care of your family and personal life? Chances are you are busy, working hard to go to that next level, fighting challenges that come in today’s work environment and dealing with stress. All this means that you simply don’t have the time to pause and think about things that can go wrong and the risk you are putting on yourself, your business and your family. One small unforeseen event can take everything you have built away from your loved ones. So do me a favor! PAUSE for a moment now and think about this. If 2008 happened today how would that impact your retirement? How to have your IRA’s & Old 401k’s protected from market downturns and still increase? Do you know when you can retire or how much money you would need to retire comfortably to maintain the lifestyle you aspire to? Can my retirement plan currently create a guaranteed income at retirement and return all of my initial retirement funds plus interest? Do you know how CEO’s are structuring their personal life insurance policies for Tax-Free income at retirement? How to use life insurance as your personal bank for creating more retirement income and assets? Do you know how to not overpay for College and have more dollars for retirement? How much insurance do you really need? You see.these are some of the many questions that I can help you answer. Avoid this: “Being a Top Performer, making a high income, but risk everything due to lack of proper planning…” If you need help with this then send me a message here or email me at b••••••••@q.com or book a complimentary consultation in my online calendar https://wealthplanninggroup.as.me/schedule.php

Experience

1. Owner

   Wealth Planning Group

   Jan 2004 — Present · Bend, OR, US

Education

• California State University, Fresno

  BS, Finance

  1991 — 1998

Skills

• Fixed Income
• Coaching
• Computer Hardware
• Retirement Planning
• Negotiation
• Estate Planning
• Life & Health Insurance Licenses
• Helping Others Succeed
• Asset Protection
• First Time Home Buyers
• Indexed Annuities
• Fixed Annuities
• Computer Maintenance
• Iras
• Golf
• People Skills
• Whole Life
• Life Insurance
• Sales
• Collective Trusts
• Passion for Helping Others
• Equity Indexed Annuities
• Strategic Planning
• Retirement
• Computer Repair
• Direct Marketing
• Investment Properties
• Sales Coach
• College Counseling
• Debt Management
• Customer Relations
• Customer Service
• Disability Insurance
• Debt Structuring
• Small Business
• Sales Process
• Term Life Insurance
• Fishing
• Financial Analysis
• Helping Clients Succeed