William Parker

About William Parker

As a Financial Advisor with The Wealth Engineer and now the author of \"How did YOU get…

Experience

1. President Financial Advisor

   Abg Financial Services, Inc

   Jan 1983 — Present · Atlanta, GA, US

   As the President and a Financial Advisor with The Wealth Engineer, I act as a financial engineer designing investment programs that help guide clients through the 4 stages of money: Earning It, Investing It, Using It and Passing It On to the next generation.My primary business focus is financial consulting and retirement planning, for mature women ages 60-65. Our firm focuses on our clients\' intentions—everything from their big-picture goals to the purpose of every transaction. Using this approach, I give them the strategic insight they need to put them on the path to long-term financial success while working to make plans simple to understand and easy to adopt.Behind it all is the driving motivation for my practice, which is: to always give more than I receive in both business and in life. That means delivering personal, straight-forward advice geared towards your individual needs. Our services include- Structured Investment management - Insurance - Personal Estate Planning and Financial Consulting - Retirement Planning

Education

• Shaw University

  Bachelor's Degree, American History (United States)

• The American College of Financial Services

  CLU, ChFC

Skills

• Financial Planning
• Financial Analysis
• Investment Advisory
• Tax
• Mergers & Acquisitions
• Mergers
• Contract Negotiation
• Program Management
• Budgets
• Life Insurance
• Finance
• Public Speaking
• Estate Planning
• Executive Management
• Insurance
• Due Diligence
• Strategic Planning
• Retirement Planning
• Business Strategy
• Management
• Permanent Life Insurance
• Financial Planners
• Wealth
• Term Life Insurance
• Strategy
• Retirement
• Strategic Financial Planning
• Investments
• Fixed Annuities
• Real Estate
• Wealth Management
• Financial Advisory
• Small Business