Custom Retirement Strategies

Bill Decker

Hello, I’m Bill Decker. I specialize in helping people financially prepare for retirement, or the fourth quarter of life. Using a holistic approach, I work with clients to help manage their resources by looking at the big picture with the strategic use of securities and insurance. Instead of just going day-to-day, we assess both long and short-term goals to help clients prepare for the future.

I am licensed to offer both securities and insurance to my clients. I will always offer recommendations that follow fiduciary requirements and independent advice based on your values and goals, and not internal or incentivized products.

The most significant influence in my life has been my grandfather. While growing up, he used to take me to the Yankee Stadium and see Yankee greats like Reggie Jackson, Thurman Munson, Ron Guidry, and many others. I loved spending my vacations with him at his home and family-owned restaurant where I saw first-hand how a dream, hard work, effort, and discipline could provide very satisfying rewards. He taught me about coin collecting, the value of money, and dedication and persistence.

All of these lessons and memories have lasted my lifetime. Those same fundamentals and values that my grandfather taught me years ago still apply today as I work with clients.



I have been married to my wife Kathy since 1994. I am the proud father of Bradley and Brittney Decker and humbled and grateful to be the grandfather of the amazing Kehlani Rose Decker.

Owner & Financial Advisor

Why choose us?

Empower yourself to achieve your financial goals with the help of our team.

We offer a comprehensive approach that goes beyond just managing investments.

Here's how we can help:

• Personalized Roadmap:  We start with a thorough assessment of your financial situation, then craft a personalized strategy tailored to your unique goals and needs, ensuring your retirement plan aligns with your vision for the future.

• Confidence in Retirement:  We analyze your retirement savings, estimate expenses, and help bridge any income gaps, giving you the confidence to approach retirement knowing you're on track.

• Holistic Financial Protection:  We address all aspects of your financial well-being. From managing risk with strategic investments and insurance options to tax-efficient strategies and legacy planning, we create a stable financial foundation for your future.

• Ongoing Support:  Your financial journey doesn't end with a plan. We provide ongoing reviews and adjustments to adapt your strategy to changing circumstances, keeping you on track towards your goals.

• Financial Empowerment:  We believe in clear communication. You'll gain the knowledge and confidence to make informed financial decisions throughout your life.

• Reduce Stress, More Confidence:  Knowing you have a dedicated advisor by your side allows you to focus on what matters most – enjoying your life's journey with reduced financial stress and confidence.