William Harder
Make more money, save more money, grow more money and keep it all safe through competent investment and financial advisory services. Talks about #retirement, #financialgoals, #financialfreedom, #financialliteracy
- Role
- Senior Trader at IMC Trading
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About William Harder
I provide comprehensive financial planning and investment management services to affluent individuals, companies, small business owners, and purpose driven organizations. I am passionate about helping clients define goals and implementing a holistic plan that details how these goals can be achieved. My goal is to provide you with the financial confidence you deserve. Are you a few years away from retirement – wondering if you have saved enough to retire? Are you a business owner too busy fighting fires and dealing with the many challenges that come with running your business? Most business owners spend their time in their business, while in turn, their personal finances take a back seat. We’ve also found this to be true for successful executives & other busy professionals. As a result, they unintentionally end up working more years than planned before retirement. Have you thought about the following: If you stopped working today, would you or your corporation generate enough income to live on? Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn leading up to or during retirement? When it comes to retirement have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle? Are you currently on the path to retiring on time? These are some of the many challenges and questions we can address within the context of a personalized financial plan. Financial success is not a sprint; it’s a marathon. It’s about identifying what matters and building good habits to support meaningful goals as you live your everyday life. That’s why I focus on helping clients find their financial “pace.” I believe progress is more important than perfection, so I meet you where you are and identify simple, practical ways for you to get better every day. As we work together, we keep the finish line in sight, creating strategies that support your vision of success and give you flexibility to change course along the way. We know it takes a lot of time and effort to build a great life, and we believe you should take pride in your progress—after all, it’s the small steps that add up to a lifetime of greatness.
Experience
Senior Trader
Apr 2020 — Present
Education
University of Southern California
Bachelor of Science - BS
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