William Magnusson

About William Magnusson

Why I am here on LinkedIn: • I am seeking opportunities to provide comprehensive financial planning to help others increase their income, decrease their taxes, try to guarantee they will never be poor, and to keep together what they have put together. The goal of our work with our clients is to see that they will always have enough money, right when they need it the most, no matter what happens. • I also actively seek to introduce people I meet to others who may need their services. • We an independent business, estate, and financial planning firm, in Denver since 1969. We think our independence is a major benefit to our clients. My areas of focus include retirement income strategies, including the use of hard-asset based investments;\"alternative\" asset clases and strategies; income replacement in case of death, disability, or critical illness; estate preservation in case of need to pay for long-term care; and lifetime income, in case of “living too long.” My industry designations and qualifications include: • Certified Financial Planner • Life Member and Top of the Table, Million Dollar Round Table I offer a free, no-obligation consultation, regardless of your financial circumstances. It will be a true consultation, not a sales meeting in disguise. Also, one thing that distinguishes our practice is that we have no dollar minimums.(30••••••00 x1223 (Due to securities industry regulations, all LinkedIn recommendations and endorsements I have received may not be displayed.) Specialties: 401(k), SEP, SIMPLE, Defined Benefit plans, REITs, lifetime income, disability insurance, life insurance, long-term care insurance, critical illness insurance (Required securities disclosure:) w••••••••@berkadvisor.com Securities and investments offered through Grove Point Investments, LLC Member FINRA/SIPC Investment Advisory Services offered through Grove Point Advisors, LLC 2440 Research Blvd. Suite 500 Rockville, MD 20850 Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. Berkshire Advisor Resource, Inc. is not affiliated with Grove Point Financial, LLC or its subsidiaries.

Experience

1. Associate

   Berkshire Advisor Resource, Inc

   Dec 1996 — Present

Education

• Columbia University - Columbia Business School

  MBA, Finance, International Business

  1982 — 1984

• South Dakota State University

  BS (three), Professional Chemistry, Biology, French, German

  1974 — 1979