William Stoddart
VP of Financial Services | Expert in Tax-Advantaged Retirement and Estate Planning for Affluent Executives | Helping CEOs & CFOs Preserve Wealth and Plan for the Future
- Role
- Vice President of Financial Services at Mcinnes Group, Inc
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About William Stoddart
For many founders, CEOs, CFOs & Key Executives, the business represents the majority…
Experience
Vice President of Financial Services
Apr 2015 — Present · Prairie Village, KS, US
I provide wealth management solutions though a broad knowledge of financial products, services and strategies. Using a holistic, yet practical, planning approach regarding complex financial issues that impact the affluent market, I counsel individuals and businesses on the challenges of mitigating risks taking advantage of current tax law.At McInnes Group Inc, we help employers provide better long term benefit solutions through unique approaches to plan design, administration, funding and cost control. Our services include individual retirement plans tailored to the HNW, supplemental executive retirement plans (SERP) for key executives in your organization, integrated executive disability plans, and wealth transfer. We provide creative and objective solutions and develop effective and efficient means for financing those solutions.
Education
Benedictine College
Bachelor of Arts (B.A.), Accounting
1976 — 1980
The American College of Financial Services
Chartered Life Underwriter (CLU), Insurance
1993 — 1993
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