BILL McKINNON, CFP®
MBA, Rutgers University
BSChE, University of Pennsylvania
CFP® Attained through the American College
Member of the Financial Planning Association (FPA)
  
"Everyone I know -- my family, my friends, my clients--works hard for the money they save. They deserve honesty, attention, respect and some intelligent thought when they're investing money for their dreams- a child's education, a business of their own, their retirement.  With years of personal experience, I'm here to help you and your family live your dreams by building Sustainable Wealth Solutions."
 
1. What is my greatest strength as an advisor? I provide an honest, ethical approach in helping my clients and their families realize their hopes and their dreams.
2. How do I keep in touch with my clients? Whatever means that meets my client's requirements.
 
3. Why a potential client would want to work with me?  I respect the client's hopes and dreams and believe that they deserve honesty and intelligent thought when they place their trust, their confidence and their family's future with me.

wmckinnon@ae.cadaretgrant.com