Innovative Financial Solutions, Inc.

357 Winslow Road, Bloomington, IN 47401

812.337.1999 - Main | 386.597.2856 - Florida office | 812.336.5542 - fax

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

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

Financial Advisor

Phone: (812) 337-1999, ext. 222
Fax: (812) 336-5542
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®, ChFC ®, 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®, and has earned the Certified Fund Specialist and Chartered Life Underwriter designations. He holds his Series 63, 65 & 7 securities registrations as well as his Life and Health insurance license, and is an Investment Advisor Representative of MML Investors Services, LLC.

Bill is an active member of his community and is a member of several organizations, including: the American Institute of CPA’s; Florida CPA Society; Fun Coast Estate Planning Council; Financial Planning Association; and the Institute of Certified Fund Specialists. In addition, Bill serves on various Industry committees.

With over 30 years’ experience, Bill consistently ranked among the top ten registered representatives on a national basis with MSI Financial Services, Inc. and was previously awarded the Hall of Fame and Wealth Management Advisor Awards by New England Financial and MetLife.

 

William R. Verhagen Professional Bio

William R. Verhagen ADV Brochure

WRV ADV II

*Not practicing on behalf of MML Investors Services, or its affiliated companies

Contact Information:

INNOVATIVE FINANCIAL SOLUTIONS, INC.

357 East Winslow Road
Bloomington, IN 47401
  • Phone: 812.337.1999 - Main | 386.597.2856 - Florida
  • Fax: 812.336.5542

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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