LPL Financial

About Us

Bil Sadler, CPA, CFA
Wealth Manager

Since 1999, I've been helping retirees, and those nearing retirement, preserve their wealth and lower their taxes.

When you enter the distribution phase of your financial life, you have new tax issues that you didn't have when you were in the accumulation phase.

Bottom line - My goal is to help you keep more of what you spent a lifetime accumulating.