Bill Elson
CFP® at Legacy Financial Group
- Role
- Cfp at Legacy Financial Group
- Location
- Des Moines, IA, US
- LinkedIn followers
- 500 followers
About Bill Elson
Bill Elson is a Certified Financial Planner™ providing financial planning and investment advisory services since 1988. Bill is based in Des Moines, IA, with clients in over 30 states. His areas of practice include retirement planning, e-based financial planning, investment advice, estate planning, tax planning, risk management, and wealth management solutions.As a Registered Investment Adviser firm, we take great pride in our freedom when it comes to investment selection and investment philosophy. Our purpose is to inspire and empower you to create the life you want, on your terms. We endeavor to truly work for our clients.Disclosure: Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Adviser. Past performance is no guarantee of future returns. Securities offered through Brokers International Financial Services, LLC. Member SIPC. Legacy Financial Group and Brokers International Financial Services are not affiliated companies.
Experience
Cfp
Jan 1988 — Present
We help people make and execute financial decisions
Education
Iowa State University
Bachelor of Science (B.S.)
1981 — 1985
Iowa State University
Bachelor of Science (BS), Agricultural Business
1981 — 1985
Skills
- Estate Planning
- Investment Advisory
- Series 7
- Risk Management
- Certified Financial Planner
- Wealth Management
- Retirement
- Strategic Financial Planning
- Wealth Management Services
- Financial Advisory
- Investments
- Iras
- Retirement Planning
- Fixed Annuities
- Aams
- Asset Managment
- Registered Investment Advisor
- Series 63
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