Professional Designations, Licenses, and Registrations
CFP® / ChFC® / Life, Accident & Health / Series 7 / Series 65 / Series 24
Our Vision
Experience
Bill started his career working in the financial planning field in 1994. At the forefront of this everchanging economy, Bill works very closely with his clients and he is fully committed to meeting and exceeding their expectations.
Proud that so many of his clients have repeatedly turned to him for guidance and assistance with their financial futures; Bill continues to work hard and maintain their loyalty every day.
William D. Stoskopf, ChFC®, CFP®
About Bill:
Bill was born and raised in Michigan and currently resides in Bath, MI with his wife Rita. Bill is an accomplished musician teaching music in his spare time as well as performing all over Mid-Michigan with various music groups. Bill volunteered for numerous youth sports programs in the Bath community. You could find him at the scorers' table during basketball games at Bath High School as well as along the sidelines running the chains for Varsity home football games at Bath High School. Bill has served as an Ambassador for the Lansing Regional Chamber of Commerce, and spent over 10 years as a board member of the McLaren Greater Lansing Healthcare Foundation, serving in various leadership positions including Treasurer, Vice-Chair, and Chair.
Meet the Adviser
We're here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients.
Here at Comprehensive Financial Solutions, we understand that planning for your future is overwhelming and uncertain. Rest assured, in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and often exceeded. We want to help make sure that dream becomes a reality for you and your family as well.
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment advisor, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
This communication is strictly intended for individuals residing in the states of Michigan, Florida, Illinois, South Dakota, Nevada, Texas and West Virginia. No offers may be made or accepted from any resident outside the specific states referenced.
Securities and investment advisory services offered through Osaic Wealth Inc. member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. We are strongly committed to diversity and equal opportunity.
PLEASE NOTE:
The information being provided is considered a strict courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Investing in mutual funds involves risk, including the potential loss of principal invested. Risks vary depending upon the strategy used by the fund as well as the sectors in which the fund invests. When redeemed, shares may be worth more or less than the original amount invested.
IMPORTANT CONSUMER INFORMATION
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