MISSION STATEMENT:

"We shall provide an independent source, which features the highest quality of insured financial products available - products, which we ourselves would choose for our own financial well-being coupled with the highest degree of client service - recognizing that all products are not suited for everyone."

Bill Durham has over 40 years' experience in "safe money" investment alternatives and retirement income planning.  As a recognized leader in the financial planning world he has spoken to senior groups, colleges, universities and industry professionals throughout the U.S.  He periodically writes for newspapers and magazines and has been a featured financial advisor on various talk shows. 
 
Bill focuses solely on sound, time proven, conservative retirement strategies.  The single biggest fear for retirees or those approaching retirement is the fear of outliving their savings.  He helps consumers find alternatives that help to preserve their hard earned money.
 
His credentials include:
 
  • CFP ®️ - Certified Financial Planner
  • CLU ®️ – Chartered Life Underwriter
  • Member - Financial Planning Association 
  • Member - Estate Planning Council
  • Graduate of Florida State University
  • FSU Hall of Fame
  • Recipient of one of the highest honors of the FSU Alumni Association, The Sliger Award, named for the 11th President of FSU, Bernard F. Sliger

Bill is married, has three sons and four grandchildren. He cites his worst investment is his love for horses. His leisure enjoyment includes horseback riding, RV camping and reading. (Note: He also earns the distinction of being the worst computer operator in the office.)
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