Bill Walters is a compassionate financial advisor who helps families navigate complex challenges with empathy and strategy. Shaped by personal experiences—overcoming childhood illness, caring for his mother with dementia, and raising a daughter with special needs—he brings heart to every client relationship. He serves on nonprofit boards, church finance committees, and coaches Special Olympics. His planning philosophy blends numbers with purpose, legacy, and love. Bill’s mission is clear: to guide caregivers toward clarity and abundance with personalized, purpose-driven financial and estate planning rooted in lived experience.
