Your Financial Planning & Wealth
Management Journey
Starts Here
Financial Management Strategy
Tailored to Your Family’s
Unique Needs
Your Financial Planning & Wealth
Management Journey
Starts Here
Financial Management Strategy
Tailored to Your Family’s
Unique Needs
I’m Bill Walters and I know what it’s like to deal with complicated family needs.
Before I became an advisor, I had to care for my mother who suffered from dementia. With no long-term care coverage in place, we had to do everything ourselves – keeping an eye out, cooking meals, cleaning up after her, setting up rails so she wouldn’t fall. It wasn’t easy and her suffering could have been minimized with proper professional care. When she passed away, I made a promise to myself that I would do everything in my power to make sure other families wouldn’t go through what we did.
Start your own preparations by learning about common financial challenges and then meeting with a reputable retirement financial advisor.
Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.
I’ve dealt with my own perfectly imperfect family. Let me try to help with yours.
Services We Provide
At Perfectly Imperfect Families, we understand that life can be unpredictable. Our services are designed to provide the support
you need, when you need it the most.