William G. Lethemon

Founder Lethemon Financial, Chief Content Creator, Money Evolution

Role
Founder, Chief Content Creator & Investment Strategist at Money Evolution
Location
Bloomfield Hills, MI, US
LinkedIn followers
500 followers

About William G. Lethemon

Want to make smarter decisions with your money? My sole focus is ONE thing: to…

Experience

  1. Founder, Chief Content Creator & Investment Strategist

    Money Evolution

    Jul 2009 — Present

    Founded Money Evolution to provide independent, comprehensive financial planning and asset management services with a focus on retirement readiness and income optimization. Key accomplishments: • Built YouTube channel to subscribers with educational retirement planning content• Developed two distinct planning programs: Retirement Time Machine (DIY approach) and Money Evolution Plan (full-service)• Created comprehensive educational resources including blog, planning tools, and free resources• Maintained independence to provide objective advice and access to best-in-class strategies Specializing in: • Comprehensive retirement planning and withdrawal strategies• Tax-efficient planning and Roth conversion strategies • Cash flow optimization and budgeting for retirement• Asset management, including optimization for retirement cash flow and creating retirement income strategies• Social Security and Medicare planning• Estate planning coordination• Investment management with a planning foundation

Education

  • Michigan State University

    Bachelor of Arts

    1990 — 1993

  • Michigan State University - Eli Broad College of Business

    Finance

    1990 — 1993

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William G. Lethemon — Founder, Chief Content Creator & Investment Strategist at Money Evolution in Bloomfield Hills, MI, US | Unifers