William S McNeer, III, AIF®, NSSA® is a Fee Based Financial Advisor located in Winston Salem, NC.
Our office was established to provide ongoing professional advice to investors while helping them work toward their individual investment objectives. We are able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows us to adjust your investment portfolio without requiring you to pay commissions.*
Working on a fee basis allows us to:
- Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals
- Provide simplified performance reporting, making it easy for you to monitor your account
- Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets
- Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes
While developing a customized financial program, we will walk you through a step-by-step process.
Once your goals have been established, we will customize appropriate strategies to help suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Annuity products
- Insurance
If you would like any further information about fee-based asset management or other areas of investing, please don’t hesitate to contact Bill for a free initial consultation.
In 2011, Bill earned his Accredited Investment Fiduciary® certificate (AIF®). The AIF® designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. AIF® certificate holders must implement prudent processes into their investment practices by always acting act in the best interest of their clients. Fiduciaries set aside their own personal motives in favor of the client’s goals.
Most recently, Bill obtained his National Social Security Advisors (NSSA®) certification. NSSA® certification is a nationally recognized standard of competent and ethical Social Security planning. NSSA® accredited advisors help individuals and couples with their financial security during retirement years through maximization and coordination of Social Security benefits.
To learn more about Bill click here.
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