client-centered focus is the core of our business.
W.G. (Bill) McTaggart earns clients’ business by being a trusted source of advice and financial counsel. Through ongoing support and consultation, we ensure your financial plan evolves with you over time. This client-centered focus is the core of our business.
Meet the Team
We specialize in providing client-centered financial planning solutions designed to protect the financial health and well-being of our clients and their families.
Together we will define the terms of our relationship, discuss your financial goals, and obtain your essential financial data to ensure we can evaluate your situation based on the information you’ve provided.
Your financial life doesn't have to be complicated. Let us help you make it easier with these tools and helpful links.