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

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

Senior Advisor

Primary Office: Indiana
Phone: (812) 337-1999, ext. 222
Fax: (812) 336-5542

Primary Office: Florida
Phone: (386) 597-2856, x222
Fax: (386) 597-2854

With a background in public accounting, William R. Verhagen provides financial, retirement, and estate planning services. His primary clients include those people aged 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.

Bill is a 1982 graduate of Indiana University’s Kelley School of Business with a BS in business with high distinction. He is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER® professional, Certified Fund Specialist®, and a Chartered Life Underwriter®.

Bill is an active member of his community and is a member of several organizations, including the American Institute of CPAs, Florida CPA Society, Fun Coast Estate Planning Council, Financial Planning Association, and International Academy of Collaborative Professionals.