Bill Aldrich has been in the financial services industry since his graduation from the University of North Florida in 1988. Bill received his CLU (Chartered Life Underwriter) designation from the American College in Pennsylvania in 1995.
“I feel my role is one of an educator not necessarily a salesman. Far too often I meet with individuals that own financial products that they don’t understand. Or worse, they own products that are inappropriate for their situation.”
As a co-founder of First Coast Financial Group, Bill specializes in helping his clients in the retirement, estate and business planning areas. By utilizing safer and more conservative strategies, Bill’s clients have been able to achieve their goals and objectives without the high levels of stress and anxiety that many other people have with regard to their money.
The financial services business is one with a shroud of mystery around it. Many advisors use this to help convince a client to make a decision – a decision that may or may not be in the client’s best interest. When we were in high school and college, there was never a class offered on insurance or retirement topics. Each of us has been left up to our own abilities to educate ourselves and make choices that are right for our own situation. Bill believes in educating his clients about their options – all options – and then helping them to make informed decisions that are consistent with their overall goals and objectives. This is the most rewarding aspect of his job – seeing a client’s stress level drop when they understand all of their options and are able to confidently decide which is correct for their situation.
In his spare time Bill loves spending time with his children. His hobbies are fishing, poker and golf. Bill and his wife, Anna, live in the Mandarin area of Jacksonville.
I’d like to send you a free gift. National Bestseller author, Patrick Kelly, has written a wonderful book that discusses some of these strategies. Patrick’s writing style helps convey complicated material in a very easy to understand and intuitive way. Click below to receive a complimentary copy of his book, Stress Free Retirement.
If you have immediate questions, please call me right away. (904) 982-0586
Stress Free Retirement
In this Fixed Index Annuity focused book, Patrick teaches consumers how they can significantly grow their retirement savings while also guaranteeing zero risk of market loss through utilizing an annuity.