Bill Demarco

About Bill Demarco

I am a Financial and Tax Planner at A&M Financial Group Inc. I work with businesses, families and individuals. While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions. I can help you execute a sound financial program utilizing the following products and services:Tax management - Investment management - Retirement strategies - Estate conservation - Insurance and annuity productsHave you found yourself having these feelings: Stressed from the thought of retirement income not lasting you and your spouse’s lifetime? Worried about paying higher future taxes that lower your spendable income? Frustration from not knowing an expert in not leaving a tax burden to your beneficiaries?Perhaps you never had the chance to find a trusted authority in the Financial Planning space.With my expertise and work done as a Financial Advisor at A&M Financial Group Inc, I can help you with things like: Evaluate your financial position and retirement goals and dreams. Create strategies to maximize your income potential and secure your income not to run out before you go. Utilize a proprietary tax planning process to create a tailored plan for creating tax-free income which will reduce taxes. Implement cost-effective strategies for providing money to help with healthcare costs, such as covering critical illnesses and possible treatments. To learn more about how we can help you reach financial stability, please shoot me a direct message through LinkedIn or use the contact information below: https://calendly.com/bill-demarco-1/60-minute-financial-meeting (44••••••11 Services offered through AMFG Wealth Management LLC, a Registered Investment Advisor.For more information please visit: https://adviserinfo.sec.gov/ and search for me and our firm name.

Experience

1. Investment Advisor Representative

   A & M Financial Group Inc

   Jan 2023 — Present

   Our Mission StatementWe are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.Our FirmWe are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.Our ServiceWhile developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:Tax managementInvestment managementRetirement strategies Estate conservationInsurance and annuity products Let’s schedule a free consultation: → https://calendly.com/bill-demarco-1/60-minute-financial-meeting (44••••••11

Education

• Case Western Reserve University - Weatherhead School of Management

  Business Leadership and Marketing

  1999 — 2002

• Cuyahoga Community College

  Business Management & Finance

  1980 — 1984

• CLEVELAND STATE UNIVERSITY

  Business Administration

  1978 — 1979

Skills

• Inventory Management
• Supplier Negotiation
• Microsoft Office
• Sales
• Asset Based Long-Term Care
• Financial Services
• Crm
• Budgets
• Life Insurance
• Direct Mail
• Contact Management
• Fundraising
• Promotional Products
• Marketing Strategy
• Event Planning
• Leadership
• Logistics
• Training
• Long Term Care Insurance
• New Business Development
• Trade Shows
• Employee Benefits
• Investments
• Event Management
• Investment Strategies
• Key Account Management
• Retirement Income Strategies
• Financial Planning
• As400
• Annuity Sales/ Annuities
• Problem Solving
• Protection Strategies
• Operations Management
• Risk Management
• Project Management
• Variable Products
• Program Management
• Supplier Negotiations
• Marketing
• Ibm Iseries