William R. Verhagen <br> CFP®, CPA, CFS, CLU®, ChFC®, CASL™

William R. Verhagen
CFP®, CPA, CFS, CLU®, ChFC®, CASL™

Financial Advisor
Financial Representative

Florida Office
50 Leanni Way, #C-4
Palm Coast, FL 32137

Phone: (386)597-2856
Fax: (386)597-2854
E-mail:

 

 

 

With a background in Public Accounting, William R. Verhagen provides Retirement Funding and Estate Conservation strategies. His primary clients include those people age 50 and older who desire to plan their retirement years and pass wealth to their heirs or favorite charities.

Bill also works extensively with medical professionals and small business owners who desire to accumulate wealth in order to meet their personal and business goals. William R. Verhagen, CFP®, CPA, CFS, CLU®, CASL™ is a Financial Advisor providing Estate Conservation Strategies; Investment Management Services, Risk Management and Tax Strategies.

Bill is a 1982 graduate of Indiana University’s Kelley School of Business with a Bachelor of Science in Business with High Distinction. He is a Certified Public Accountant, CFP®, Certified Fund Specialist and a Chartered Life Underwriter. He holds his Series 63, 65 & 7 securities registrations as well as his Life and Health insurance license in Indiana, and is an Investment Advisor Representative of New England Securities.

Bill is an active member of his community and is a member of several organizations, including: the American Institute of CPA’s; Indiana CPA Society; Hoosier Hills Estate Planning Council; Financial Planning Association; and the Institute of Certified Fund Specialists. In addition, Bill serves on the MetLife Bank Advisory board and the New England Securities product committee.

Bill has consistently ranked among the top ten registered representatives on a national basis with New England Securities, is a member of the Platinum Producers Group and a Life Member of New England Financial Leaders’ Group.

 

New England Securities does not provide tax or legal advice. Consult your attorney for such guidance.