Bill Mulvahill

Partner, Financial Planner @Trailhead Planners, Llc

Creating peace of mind in retirement through tax-focused, comprehensive financial planning. Here\'s how we help- Goal Setting - Retirement Income Planning - Savings & Withdrawal Planning - Tax Mitigation Strategies - Coordinated Investment Advice - Socially Responsible Investment Options - Charitable Planning - Social Security Timing - Insurance Optimization - Estate Planning We believe in fair and transparent pricing, which is why we choose to be fee-only advisors who never sell products for commission. Together, we are the trusted advisor to over 100 households in our hometowns of Portland, OR and Minneapolis, MN, as well as across the country. Our clients often (but not always) fit the following profile- Within 10 years of retirement - Diligent savers with retirement assets of at least $750k - Desire to work with a trusted advisor Check out to learn more.