Bill Tsoulos
Financial Planner @WestPoint Financial Group
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WORK HISTORY
Financial Planner @WestPoint Financial Group
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.CA Insurance License 0H64963I am licensed to sell insurance in IL, MI, GA, AZ, CA, CO, IN, NY, & SD.MassMutual refers to Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA and its affiliated US insurance agencies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. WestPoint Financial Group is not a subsidiary of MassMutual or its affiliated companies. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Members SIPC 30 S Wacker Dr | Suite 2700 | Chicago, IL 60606 | 31••••••60
EDUCATION
Benedictine University
MBA, Finance
University of Illinois Chicago
BSA, Enlish Literature
SKILLS
ABOUT BILL TSOULOS
I am looking to introduce people to a career as a financial services representative where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges.Some of the attributes I seek in candidates are: competitiveness, problem solver, networker, coachable, organized, and results and ethics driven.Let’s start a conversation. Your new career is waiting!As a Financial Advisor, I offer an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them
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